HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF - Proprietà istituzionale - Venditori

Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
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Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-04-30 13F ATX Financial Planning, LLC 10.690 -76,15 337 -76,60
2026-04-14 13F Nbc Securities, Inc. 3.734 -38,05 118 -39,38
2026-05-04 13F Envestnet Asset Management Inc 135.065 -8,32 4.255 -9,89
2026-04-08 13F Dynamic Advisor Solutions LLC 92.535 -4,32 2.915 -5,97
2026-04-24 13F Private Advisor Group, LLC 537.227 -52,06 16.923 -52,88
2026-05-15 13F Larson Financial Group LLC 1 -99,78 0 -100,00
2026-05-12 13F Ameritas Advisory Services, LLC 90.549 -28,73 2.852 -29,94
2026-05-05 13F UBS Group AG 100.697 -10,67 3.172 -12,21
2026-05-13 13F Mariner, LLC 0 -100,00 0
2026-01-12 13F DAVENPORT & Co LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 109.841 -12,19 3.460 -13,69
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 47.977 -1,53 1.502 -3,78
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-05 13F Advisors Preferred, LLC 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 4.243 -39,26 134 -40,36
2026-05-05 13F PFG Advisors 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 89.952 -8,79 2.833 -10,35
2026-04-20 13F Keudell/Morrison Wealth Management 0 -100,00 0
2026-04-09 13F Peterson Wealth Advisors, LLC 117.132 -8,61 3.690 -10,18
2026-05-11 13F Wells Fargo & Company/mn 149 -77,08 5 -80,00
2026-05-13 13F Cetera Investment Advisers 22.401 -4,53 706 -6,25
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-19 13F Western Wealth Management, LLC 12.599 -1,51 397 -3,18
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-02-03 13F/A Bank Of America Corp /de/ 0 -100,00 0
2026-04-28 13F Fundamentun, Llc 0 -100,00 0
2026-04-29 13F Sunrise Financial Services, LLC 1.745 -10,14 55 -12,90
2026-04-28 13F Stephens Inc /ar/ 37.310 -82,08 1.175 -82,39
2026-04-29 13F WealthPlan Investment Management, LLC 371.916 -33,40 11.715 -34,54
2026-04-27 13F Victory Financial Group, Llc 107.551 -0,55 3.388 -2,28
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-30 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-05-14 13F Betterment LLC 9.207 -1,17 0
2026-05-05 13F Smith, Moore & Co. 99.739 -6,46 3.142 -8,08
2026-02-12 13F Commonwealth Equity Services, Llc 13.402 -23,13 430
2026-05-15 13F Equitable Holdings, Inc. 45.110 -37,70 1.446 -37,72
2026-05-15 13F BFI Wealth Solutions, LLC 31.023 -11,07 974 -12,88
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 25.154 -11,71 1
2026-04-29 13F WealthPLAN Partners, LLC 227.169 -25,48 7.156 -26,77
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
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