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Simplify Us Equity Plus Gbtc Etf (SPBC)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 8    0
Total shares held : 
 130,835  
% of shares held : 
 1.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 73,989  
% of shares held change : 
   0.82%  
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  
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            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
   ENVESTNET ASSET MANAGEMENT INC 3492 - 2024-03-31 12,939 $438,000 1,565
  2 Records found
  1    
  Page 1 of 1
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