Fiduciary Alliance LLC Simplify Exch Trad Fds Us Eq P Transaction History
Fiduciary Alliance LLC
- $1.49 Trillion
- Q3 2025
A detailed history of Fiduciary Alliance LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Fiduciary Alliance LLC holds 18,989 shares of SPD stock, worth $744,558. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,989
Previous 18,987
0.01%
Holding current value
$744,558
Previous $722 Million
3.94%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SPD
# of Institutions
48Shares Held
1.39MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA190KShares$7.46 Million5.49% of portfolio
-
Ae Wealth Management LLC185KShares$7.26 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.65 Million0.01% of portfolio
-
Evolution Wealth Management Inc. Fort Myers, FL94.8KShares$3.72 Million4.44% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio