Core Cap Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Core Cap Advisors, LLC

$917 Million
Q2 2024

A detailed history of Core Cap Advisors, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Core Cap Advisors, LLC holds 579 shares of SPD stock, worth $19,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares

579

Holding current value

$19,240

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$29.76 - $32.69 $17,231 - $18,927	579 New	579 $18,000
Q4 2022 Feb 10, 2023	BUY	$23.9 - $26.17 $13,838 - $15,152	579 New	579 $14,000
Q2 2022 Aug 11, 2022	BUY	$26.34 - $31.45 $15,250 - $18,209	579 New	579 $15,000
Q1 2022 Apr 29, 2022	SELL	$29.63 - $33.3 $17,155 - $19,280	-579 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$30.18 - $33.42 $17,474 - $19,350	579 New	579 $19,000

Others Institutions Holding SPD

# of Institutions

Shares Held

1.47M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

More about SPD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.

Account