Arq Wealth Advisors, LLC Simplify Exch Trad Fds Simplif Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 5,796 shares of SPBC stock, worth $211,785. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,796

Holding current value

$211,785

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$35.75 - $40.67 $207,207 - $235,723	5,796 New	5,796 $210,000

Others Institutions Holding SPBC

# of Institutions

Shares Held

531K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

185K
Shares

$6.75 Million
0.0% of portfolio
Sfg Wealth Management, Llc.

103K
Shares

$3.76 Million
1.92% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

58.8K
Shares

$2.15 Million
0.01% of portfolio
Private Advisor Group, LLC

54.6K
Shares

$2 Million
0.01% of portfolio
Total Clarity Wealth Management, Inc.

31.9K
Shares

$1.16 Million
0.4% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

Ticker SPBC
Sector ETFs
Industry ETFs

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Arq Wealth Advisors, LLC Simplify Exch Trad Fds Simplif Transaction History