Allworth Financial LP Simplify Exch Trad Fds Us Eq P Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Allworth Financial LP holds 1 shares of SPD stock, worth $33. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$33

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$33.07 - $35.18 $33 - $35	1 New	1 $0
Q2 2022 Jul 13, 2022	SELL	$26.34 - $31.45 $40,247 - $48,055	-1,528 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$29.63 - $33.3 $45,274 - $50,882	1,528 New	1,528 $48,000

Others Institutions Holding SPD

# of Institutions

Shares Held

3.21M

Call Options Held

Put Options Held

Sollinda Capital Management LLC Hickory, NC

599K
Shares

$19.9 Million
5.49% of portfolio
High Tower Advisors, LLC Chicago, IL

528K
Shares

$17.5 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.46 Million
4.38% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

285K
Shares

$9.46 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.23 Million
0.02% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

More about SPD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account