Oliver Lagore Vanvalin Investment Group Simplify Exch Trad Fds Us Eq P Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$25.37 - $28.91 $1,369 - $1,561	54 New	54 $1,000

Others Institutions Holding SPD

# of Institutions

50

Shares Held

3.37M

Call Options Held

0

Put Options Held

0

Sollinda Capital Management LLC Hickory, NC

599K
Shares

$19.7 Million
5.49% of portfolio
High Tower Advisors, LLC Chicago, IL

528K
Shares

$17.4 Million
0.02% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

285K
Shares

$9.36 Million
0.24% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.36 Million
4.38% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

219K
Shares

$7.19 Million
5.7% of portfolio

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