Richard W. Paul & Associates, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Richard W. Paul & Associates, LLC
- $278 Billion
- Q3 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 24 shares of SPD stock, worth $797. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 24
-0.0%
Holding current value
$797
Previous $785,000
3.82%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPD
# of Institutions
40Shares Held
1.47MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL265KShares$8.82 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$8.24 Million0.02% of portfolio
-
Ae Wealth Management LLC139KShares$4.62 Million0.05% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA136KShares$4.52 Million0.74% of portfolio
-
Austin Wealth Management, LLC Austin, TX113KShares$3.75 Million0.82% of portfolio