Assetmark, Inc Simplify Exch Trad Fds Us Eq P Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Assetmark, Inc holds 9 shares of SPD stock, worth $353. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$353

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$38.62 - $40.84 $347 - $367	9 New	9 $0

Others Institutions Holding SPD

# of Institutions

Shares Held

1.45M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

246K
Shares

$9.65 Million
0.01% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

194K
Shares

$7.64 Million
5.07% of portfolio
Ae Wealth Management LLC

185K
Shares

$7.27 Million
0.05% of portfolio
Evolution Wealth Management Inc. Fort Myers, FL

100K
Shares

$3.93 Million
4.06% of portfolio
Stringer Asset Management, LLC Memphis, TN

90.4K
Shares

$3.55 Million
2.88% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
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