Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 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 13,508 shares of SPBC stock, worth $490,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,508
Previous 12,939
4.4%
Holding current value
$490,205
Previous $437,000
6.64%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPBC
# of Institutions
17Shares Held
468KCall Options Held
0Put Options Held
0-
Sfg Wealth Management, Llc.208KShares$7.54 Million4.28% of portfolio
-
Total Clarity Wealth Management, Inc.74.4KShares$2.7 Million0.91% of portfolio
-
Private Advisor Group, LLC56.1KShares$2.04 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC51.4KShares$1.87 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.3KShares$520,4710.0% of portfolio