Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Simplify Exchange Traded Funds - Simplify High Yield ETF includono Proficio Capital Partners LLC, NewEdge Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Altiora Financial Group, LLC, Colony Group, LLC, Pekin Hardy Strauss, Inc., Private Advisor Group, LLC, Brookstone Capital Management, Whalen Wealth Management Inc., Janney Montgomery Scott LLC, Kestra Private Wealth Services, Llc, Kingsview Wealth Management, LLC, Mml Investors Services, Llc, Compass Capital Corp /ma/ /adv, Change Path, LLC, Gwn Securities Inc., Equitable Holdings, Inc., Belpointe Asset Management LLC, Ameritas Advisory Services, LLC, e Pnc Financial Services Group, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17.896 | 415 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22.555 | 526 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53.230 | 1.241 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23.780 | 555 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 368.894 | 106,20 | 9 | 100,00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 250.417 | 5.840 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 612.977 | 43,29 | 14.295 | 45,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16.465 | 384 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 9.561 | 223 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225.155 | 2,58 | 5.251 | 4,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 421.603 | 1.192,98 | 9.832 | 1.216,06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 166.736 | 3.888 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.515 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.170 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 46.528 | 1 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.766 | 41 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 341.577 | 7.890 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2.900.460 | 2.912 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43.158 | 2.019,74 | 1.006 | 2.186,36 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 528 | 12 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 350.507 | 8.142 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 26.131 | 605 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 35.359 | 825 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 94.731 | 2.209 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 13.724 | 320 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 80.421 | 50,74 | 1.875 | 53,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42.760 | 2,05 | 997 | 3,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32.396 | 38,78 | 743 | 45,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12.550 | 293 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1.900 | 44 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 176.740 | 36,06 | 4.122 | 38,34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84.178 | 6,51 | 1.963 | 8,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.037 | 24 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.273 | 53 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.100 | 49 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 49.467 | 1.154 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 862.680 | 54,25 | 20.118 | 56,81 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9.575 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 69.813 | 150,81 | 1.628 | 155,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22.766 | 94.758,33 | 531 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93.318 | 2.176 |
