Pathway Financial Advisors LLC Simplify Exch Trad Fds Us Eq P Transaction History
Pathway Financial Advisors LLC
- $704 Million
- Q4 2025
A detailed history of Pathway Financial Advisors LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 7,090 shares of SPD stock, worth $278,707. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,090
Previous 7,115
0.35%
Holding current value
$278,707
Previous $281,000
1.07%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
1.45MCall 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