Ae Wealth Management LLC Simplify Exch Traded Fds Us Eq Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Traded Fds Us Eq stock. As of the latest transaction made, Ae Wealth Management LLC holds 104,367 shares of SPUC stock, worth $4.87 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
104,367Holding current value
$4.87 Million% of portfolio
0.04%Shares
3 transactions
Others Institutions Holding SPUC
# of Institutions
18Shares Held
2.36MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.91MShares$89.4 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC199KShares$9.28 Million0.01% of portfolio
-
Hilltop Holdings Inc. Dallas, TX36.4KShares$1.7 Million0.09% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA34.3KShares$1.6 Million1.48% of portfolio
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B.O.S.S. Retirement Advisors, LLC Lehi, UT19.7KShares$922,0910.22% of portfolio