Life Wealth Investments, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Life Wealth Investments, LLC
- $351 Billion
- Q3 2025
A detailed history of Life Wealth Investments, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Life Wealth Investments, LLC holds 11,747 shares of SPD stock, worth $461,774. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,747
Previous 10,952
7.26%
Holding current value
$461,774
Previous $416 Million
11.48%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
1.46MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC246KShares$9.65 Million0.01% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA194KShares$7.64 Million5.07% of portfolio
-
Ae Wealth Management LLC185KShares$7.27 Million0.05% of portfolio
-
Evolution Wealth Management Inc. Fort Myers, FL100KShares$3.93 Million4.06% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio