Austin Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Austin Wealth Management, LLC
- $404 Billion
- Q1 2024
A detailed history of Austin Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Austin Wealth Management, LLC holds 116,793 shares of SPD stock, worth $3.77 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
116,793
Previous 115,497
1.12%
Holding current value
$3.77 Million
Previous $3.48 Billion
6.22%
% of portfolio
0.91%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
31Shares Held
1.85MCall Options Held
0Put Options Held
0-
Axxcess Wealth Management, LLC Carlsbad, CA390KShares$12.6 Million0.35% of portfolio
-
Sollinda Capital Management LLC Hickory, NC386KShares$12.5 Million3.75% of portfolio
-
Wealth Enhancement Advisory Services, LLC261KShares$8.45 Million0.02% of portfolio
-
Ae Wealth Management LLC137KShares$4.42 Million0.05% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA133KShares$4.29 Million0.72% of portfolio