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 $30. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$30

% 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

3.17M

Call Options Held

Put Options Held

Sollinda Capital Management LLC Hickory, NC

599K
Shares

$18.5 Million
5.49% of portfolio
High Tower Advisors, LLC Chicago, IL

528K
Shares

$16.3 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$8.78 Million
4.38% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

285K
Shares

$8.78 Million
0.24% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

212K
Shares

$6.55 Million
1.07% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

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