Ethos Financial Group, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 2024
A detailed history of Ethos Financial Group, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ethos Financial Group, LLC holds 212,366 shares of SPD stock, worth $7.32 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
212,366
Previous 62,287
240.95%
Holding current value
$7.32 Million
Previous $2.08 Million
240.02%
% of portfolio
1.07%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
2.63MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL528KShares$18.2 Million0.02% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.82 Million4.38% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.82 Million0.24% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.54 Million5.7% of portfolio
-
Wealth Enhancement Advisory Services, LLC211KShares$7.29 Million0.01% of portfolio