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Get Institutions for : 
Simplify Interest Rate Hedge Etf (PFIX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    5
Total shares held : 
1,181,435  
% of shares held : 
13.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
402,342  
% of shares held change : 
  4.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 201,743
 17.08%
 
Increased Positions :
11
 484,090
 40.97%
 
Unchanged Positions :
11
 9,313
 0.79%
 
Decreased Positions :
13
-124,806
-10.56%
 
Closed Positions :
18
-158,685
-13.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Anchor Investment Management LLC 341 - 2024-03-31 5,125 $230,000 0
   Larson Financial Group LLC 935 - 2024-03-31 358 $16,000 0
   Sargent Bickham Lagudis LLC 656 - 2022-12-31 196 $14,000 0
   PRINCIPAL SECURITIES INC. 2352 - 2024-03-31 200 $9,000 0
   US BANCORP 3442 - 2024-03-31 145 $6,000 0
   Archer Investment Corp 892 - 2024-03-31 55 $2,000 0
   Farther Finance Advisors LLC 2560 - 2024-03-31 50 $2,000 0
   WELLS FARGO & CO/MN 5753 - 2024-03-31 1 $0 0
   GHP INVESTMENT ADVISORS INC 840 - 2024-03-31 6 $0 0
   DHJJ Financial Advisors Ltd. 737 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 9281 - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results