Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ae Wealth Management LLC holds 185,279 shares of SPD stock, worth $7.01 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
185,279
Previous 2,724
6701.73%
Holding current value
$7.01 Million
Previous $84,000
8285.71%
% of portfolio
0.06%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SPD
# of Institutions
46Shares Held
1.8MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL469KShares$17.7 Million0.02% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$8.27 Million5.7% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.44 Million0.01% of portfolio
-
Austin Wealth Management, LLC Austin, TX98.9KShares$3.74 Million0.68% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.42 Million2.88% of portfolio