SPBC : Institutional Ownership for Simplify Us Equity Plus Gbtc Etf

Sign in:	Email	Password save:

		Company Reports
Find Symbol

Recent: Companies Filers Institutions

Membership is free, please Sign Up.

My Recent Searches

Help

Roster

Institutions

Add To Portfolo/Alerts

New Search

Get Institutions for :

Simplify Us Equity Plus Gbtc Etf (SPBC)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

Download

Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

130,835

% of shares held :

1.45%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

73,989

% of shares held change :

0.82%

Quarter Price vs. Current Price:

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	44,140	33.74%
	Increased Positions :	3	55,960	42.77%
	Unchanged Positions :	1	0	0%
	Decreased Positions :	1	-33	-0.03%
	Closed Positions :	3	-26,078	-19.93%
	Guru Positions :	0		0%

Charting Not Avaliable

Page 1 of 1

Free Registration Required For Full Results

Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
SFG Wealth Management LLC.	7	-	2024-03-31	178,089	$6,023,000	133,968
Private Advisor Group LLC		*New	2024-03-31	102,774	$3,476,000	102,774
Total Clarity Wealth Management Inc.	44	*New	2024-03-31	50,121	$1,695,000	50,121
Advisor Group Holdings Inc.	2833	-	2023-12-31	25,263	$718,000	22,902
Worth Asset Management LLC	54	-	2024-03-31	20,466	$692,000	-29,499
ENVESTNET ASSET MANAGEMENT INC	3548	-	2023-12-31	11,374	$323,000	11,374
PRIVATE TRUST CO NA	1804	*New	2024-03-31	200	$7,000	200
UBS Group AG	6507	-	2023-12-31	93	$3,000	-33
PROEQUITIES INC.		-	2024-03-31	0	$0	0
OLD MISSION CAPITAL LLC	965	*Closed	2023-12-31	0	$0	-8,900
Truvestments Capital LLC	763	*New	2023-12-31	17	$0	17
IFP Advisors Inc	3230	*Closed	2023-12-31	0	$0	-115
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6412	*Closed	2023-12-31	0	$0	-17,063
BANK OF AMERICA CORP /DE/	6581	*New	2023-12-31	2	$0	2

14 Records found

Page 1 of 1

Chart:

Download: (Current Quarter Only)

Download only Institutional Holders. (Default)

Download only Summary Infomation.

Download both Summary and Institutional Data

Free Registration Required For Full Results