Allworth Financial LP Simplify Exch Trad Fds Us Eq P Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Allworth Financial LP holds 1 shares of SPD stock, worth $34. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$34

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$33.07 - $35.18 $33 - $35	1 New	1 $0
Q2 2022 Jul 13, 2022	SELL	$26.34 - $31.45 $40,247 - $48,055	-1,528 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$29.63 - $33.3 $45,274 - $50,882	1,528 New	1,528 $48,000

Others Institutions Holding SPD

# of Institutions

Shares Held

2.07M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.5 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.81 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.54 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

212K
Shares

$7.32 Million
1.07% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.17 Million
0.05% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

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