Elevated Capital Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Elevated Capital Advisors, LLC
- $322 Million
- Q4 2024
A detailed history of Elevated Capital Advisors, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 17,721 shares of SPD stock, worth $582,489. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,721
Previous 13,989
26.68%
Holding current value
$582,489
Previous $468,000
26.28%
% of portfolio
0.18%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
50Shares Held
3.37MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$19.7 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$17.4 Million0.02% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.36 Million4.38% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.36 Million0.24% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.19 Million5.7% of portfolio