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Get Institutions for : 
Simplify High Yield Plus Credit Hedge Etf (CDX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    1
Total shares held : 
562,438  
% of shares held : 
6.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
5,595  
% of shares held change : 
  0.06%  
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 :
3
 15,663
 2.78%
 
Increased Positions :
3
 95,179
 16.92%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
2
-23,289
-4.14%
 
Closed Positions :
2
-81,958
-14.57%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Park Edge Advisors LLC 6 - 2024-03-31 333,945 $7,655,000 233,241
   COMMONWEALTH EQUITY SERVICES LLC. 1350 - 2024-03-31 162,228 $3,719,000 2,284
   Simplify Asset Management Inc. 30 - 2024-03-31 149,854 $3,435,000 -100,300
   H D Vest Advisory Services 753 - 2024-03-31 43,088 $988,000 7,200
   BB&T CORP 2153 *New 2024-03-31 16,036 $368,000 16,036
   Steward Partners Investment Advisory LLC 1231 - 2024-03-31 13,732 $315,000 7,258
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2935 *New 2024-03-31 9,558 $219,000 9,558
   Relyea Zuckerberg Hanson LLC 218 - 2024-03-31 9,329 $214,000 141
   IFP Advisors Inc 2690 - 2023-12-31 85 $2,000 -33
   MORGAN STANLEY 7284 - 2024-03-31 2 $0 1
   PROEQUITIES INC. 9262 - 2024-03-31 0 $0 0
   ROYAL BANK OF CANADA 6895 *New 2024-03-31 20 $0 20

  12 Records found
  1    
  Page 1 of 1
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