Fiduciary Alliance LLC Simplify Exch Trad Fds Us Eq P Transaction History
Fiduciary Alliance LLC
- $1.02 Trillion
- Q1 2025
A detailed history of Fiduciary Alliance LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Fiduciary Alliance LLC holds 21,829 shares of SPD stock, worth $752,663. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,829
Previous 22,504
3.0%
Holding current value
$752,663
Previous $751 Million
10.09%
% of portfolio
0.07%
Previous 0.08%
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
-
Ethos Financial Group, LLC King Of Prussia, PA212KShares$7.32 Million1.07% of portfolio