Elevated Capital Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024

A detailed history of Elevated Capital Advisors, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 17,721 shares of SPD stock, worth $600,210. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,721
Previous 13,989 26.68%
Holding current value
$600,210
Previous $468,000 26.28%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$33.07 - $35.18 $123,417 - $131,291
3,732 Added 26.68%
17,721 $591,000
Q3 2024

Oct 22, 2024
BUY
$31.14 - $33.49 $199,731 - $214,804
6,414 Added 84.67%
13,989 $468,000
Q2 2024

Aug 01, 2024
BUY
$29.76 - $32.69 $225,432 - $247,626
7,575 New
7,575 $244,000

Others Institutions Holding SPD

# of Institutions
39
Shares Held
1.72M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

SPD Quotes by TradingView
  • Ticker SPD
  • Sector ETFs
  • Industry ETFs
More about SPD
Track This Portfolio

Track Elevated Capital Advisors, LLC Portfolio

Follow Elevated Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email