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Get Institutions for : 
Simplify Us Equity Plus Downside Convexity Etf (SPD)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    5
Total shares held : 
1,498,470  
% of shares held : 
1.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-501,687  
% of shares held change : 
  -0.56%  
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 :
7
 423,857
 28.29%
 
Increased Positions :
8
 106,135
 7.08%
 
Unchanged Positions :
4
 65,615
 4.38%
 
Decreased Positions :
13
-199,680
-13.33%
 
Closed Positions :
12
-831,999
-55.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Steward Partners Investment Advisory LLC 711 - 2024-03-31 41,493 $1,290,000 0
   Pathway Financial Advisors LLC 153 - 2024-03-31 7,115 $221,000 0
   KISTLERTIFFANY COMPANIES, LLC 658 - 2023-06-30 500 $14,000 0
   Richard W. Paul & Associates LLC 481 - 2024-03-31 24 $1,000 0
   PROEQUITIES INC. 4125 - 2024-03-31 0 $0 0

  5 Records found
  1    
  Page 1 of 1
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