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Get Institutions for : 
Simplify Hedged Equity Etf (HEQT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    0
Total shares held : 
 2,834,735  
% of shares held : 
 31.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -433,333  
% of shares held change : 
   -4.81%  
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 :
5
 100,350
 3.54%
 
Increased Positions :
15
 217,209
 7.66%
 
Unchanged Positions :
5
 21,620
 0.76%
 
Decreased Positions :
9
-477,507
-16.84%
 
Closed Positions :
5
-273,385
-9.64%
 
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
   Feltz Wealth PLAN Inc. 13 - 2024-03-31 541,933 $14,356,000 -5,365
   FINANCIAL NETWORK 574 - 2024-03-31 214,338 $5,678,000 -34,093
   COMMONWEALTH EQUITY SERVICES LLC. 1110 - 2024-03-31 203,194 $5,383,000 -3,724
   SMITH MOORE & CO. 33 - 2024-03-31 199,874 $5,295,000 -4,438
   Lionsbridge Wealth Management LLC 23 - 2024-03-31 93,157 $2,468,000 -96
   CAPTRUST FINANCIAL ADVISORS 809 - 2024-03-31 73,632 $1,951,000 -473
   Peterson Wealth Advisors LLC 32 - 2024-03-31 32,498 $861,000 -267
   Financial Enhancement Group LLC 85 - 2024-03-31 28,683 $752,000 -8,763
   Atria Wealth Solutions Inc. 1375 - 2024-03-31 14,694 $389,000 -1,654
   Encompass More Asset Management 89 - 2024-03-31 8,114 $215,000 -1,637
   J P MORGAN CHASE & CO 4916 - 2024-03-31 847 $22,000 -2,091
   TD CAPITAL MANAGEMENT LLC 496 - 2024-03-31 3 $0 -11,360
  12 Records found
  1    
  Page 1 of 1
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