Evolution Wealth Management Inc. Simplify Exch Trad Fds Us Eq P Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 100,057 shares of SPD stock, worth $3.92 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
100,057
              Previous 94,750
              
        
           5.6%
        
      
          
        Holding current value
$3.92 Million
            Previous $3.6 Billion
            
        
           9.75%
        
      
          
        % of portfolio
4.06%
            Previous 4.44%
          
        Shares
	  2 transactions
	
  Others Institutions Holding SPD
# of Institutions
48Shares Held
1.49MCall Options Held
0Put Options Held
0- 
    
      Commonwealth Equity Services, LLC246KShares$9.63 Million0.01% of portfolio
- 
    
      Authentikos Wealth Advisory, LLC Morgan Hill, CA190KShares$7.46 Million5.49% of portfolio
- 
    
      Ae Wealth Management LLC185KShares$7.26 Million0.06% of portfolio
- 
    
      Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio
- 
    
      Ironsides Asset Advisors, LLC Rocky Mount, NC83.3KShares$3.27 Million0.93% of portfolio