Evolution Wealth Management Inc. Simplify Exch Trad Fds Us Eq P Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 100,057 shares of SPD stock, worth $3.93 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
100,057
Previous 94,750
5.6%
Holding current value
$3.93 Million
Previous $3.6 Billion
9.75%
% of portfolio
4.06%
Previous 4.44%
Shares
2 transactions
Others Institutions Holding SPD
# of Institutions
46Shares Held
1.46MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC246KShares$9.65 Million0.01% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA194KShares$7.64 Million5.07% of portfolio
-
Ae Wealth Management LLC185KShares$7.27 Million0.05% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio
-
Ironsides Asset Advisors, LLC Rocky Mount, NC85.8KShares$3.37 Million0.88% of portfolio