Austin Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Austin Wealth Management, LLC
- $562 Billion
- Q2 2025
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 54,756 shares of SPD stock, worth $2.17 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
54,756
Previous 98,902
44.64%
Holding current value
$2.17 Million
Previous $3.4 Billion
39.36%
% of portfolio
0.37%
Previous 0.68%
Shares
8 transactions
Others Institutions Holding SPD
# of Institutions
48Shares Held
1.36MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA190KShares$7.55 Million5.49% of portfolio
-
Ae Wealth Management LLC185KShares$7.36 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.72 Million0.01% of portfolio
-
Evolution Wealth Management Inc. Fort Myers, FL94.8KShares$3.76 Million4.44% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.59 Million2.88% of portfolio