Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Envestnet Asset Management Inc holds 12,939 shares of SPBC stock, worth $454,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,939
Previous 11,374
13.76%
Holding current value
$454,417
Previous $323,000
35.29%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPBC
# of Institutions
14Shares Held
448KCall Options Held
0Put Options Held
0-
Sfg Wealth Management, Llc.208KShares$7.3 Million4.28% of portfolio
-
Private Advisor Group, LLC103KShares$3.61 Million0.03% of portfolio
-
Total Clarity Wealth Management, Inc.50.1KShares$1.76 Million0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.3KShares$1.24 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.4KShares$504,4980.0% of portfolio