Captrust Financial Advisors Simplify Exch Trad Fds Us Eq P Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$29.63 - $33.3 $51,408 - $57,775	1,735 New	1,735 $54,000

Others Institutions Holding SPD

# of Institutions

38

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.42 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.1 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.62 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.83 Million
0.82% of portfolio

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