Cwm, LLC Simplify Exch Trad Fds Simplif Transaction History
Cwm, LLC
- $33.3 Billion
- Q3 2025
A detailed history of Cwm, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Cwm, LLC holds 274,163 shares of SPBC stock, worth $12.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
274,163
Previous 273,476
0.25%
Holding current value
$12.1 Million
Previous $11.3 Million
8.5%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPBC
# of Institutions
20Shares Held
1.5MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC765KShares$33.7 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC224KShares$9.88 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ67.1KShares$2.96 Million0.01% of portfolio
-
Envestnet Asset Management Inc48.9KShares$2.16 Million0.0% of portfolio
-
Total Clarity Wealth Management, Inc.41.5KShares$1.83 Million0.52% of portfolio