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Get Institutions for : 
Simplify Stable Income Etf (BUCK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    1
Total shares held : 
1,466,326  
% of shares held : 
16.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
1,096,235  
% of shares held change : 
  12.18%  
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
 1,100,858
 75.08%
 
Increased Positions :
2
 23,649
 1.61%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-28,272
-1.93%
 
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
   Simplify Asset Management Inc. 2 *New 2023-12-31 1,069,370 $26,708,000 1,069,370
   Park Edge Advisors LLC 5 - 2024-03-31 399,210 $10,008,000 33,884
   KESTRA PRIVATE WEALTH SERVICES LLC 608 - 2024-03-31 33,192 $832,000 3,554
   NATIONAL ASSET MANAGEMENT, INC. 1000 - 2023-12-31 13,414 $335,000 -5,230
   Advisor Group Holdings Inc. 4917 *New 2023-12-31 1,850 $46,000 1,850
   TUCKER ASSET MANAGEMENT LLC 301 - 2023-12-31 1,206 $30,000 8
   UBS Group AG - 2023-12-31 142 $4,000 136
   PROEQUITIES INC. 4139 *New 2024-03-31 0 $0 0
   WOLVERINE TRADING LLC 1499 *Closed 2023-12-31 0 $0 -16,438
   OLD MISSION CAPITAL LLC 1201 *Closed 2023-12-31 0 $0 -11,834

  10 Records found
  1    
  Page 1 of 1
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