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Simplify Tail Risk Strategy Etf (CYA) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
16  2 |
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Total
shares held :
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5,455,076 |
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% of shares
held :
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60.61% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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5 |
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Amount
of shares held :
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4,776,338 |
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|
% of shares
held change :
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53.07% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WEALTHSOURCE PARTNERS LLC |
488 |
- |
2023-12-31 |
166,999 |
$34,000 |
-29,952 |
|
| CANNELL PETER B & CO INC |
265 |
- |
2023-12-31 |
21,000 |
$4,000 |
0 |
|
| SMITH SHELLNUT WILSON LLC /ADV |
132 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,033 |
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| REGAL INVESTMENT ADVISORS, LLC |
578 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,013,190 |
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| H D Vest Advisory Services |
1630 |
*Closed |
2024-03-31 |
0 |
$0 |
-29,703 |
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| Strata Wealth Advisors LLC |
82 |
*Closed |
2024-03-31 |
0 |
$0 |
-133,511 |
|
| AE Wealth Management LLC |
1338 |
*Closed |
2024-03-31 |
0 |
$0 |
-137,237 |
|
| MORGAN STANLEY |
7215 |
*Closed |
2024-03-31 |
0 |
$0 |
-3 |
|
| Koshinski Asset Management Inc. |
603 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,068 |
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| TUCKER ASSET MANAGEMENT LLC |
990 |
*New |
2023-12-31 |
100 |
$0 |
100 |
|
| Simplify Asset Management Inc. |
101 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,500,000 |
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| PROEQUITIES INC. |
5807 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| Austin Wealth Management LLC |
118 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,326 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
4007 |
*Closed |
2024-03-31 |
0 |
$0 |
-318,839 |
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| Mid-American Wealth Advisory Group Inc. |
47 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,613 |
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| Integrated Wealth Concepts LLC |
1651 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,720 |
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| Parallel Advisors LLC |
3300 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,000 |
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| UBS Group AG |
8235 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,699 |
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| TWO SIGMA SECURITIES LLC |
2039 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,494 |
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19 Records found
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1
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Page 1 of 1 |
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