Fiduciary Alliance LLC Simplify Exch Trad Fds Us Eq P Transaction History
Fiduciary Alliance LLC
- $1.34 Trillion
- Q2 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 18,987 shares of SPD stock, worth $718,657. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,987
Previous 21,829
13.02%
Holding current value
$718,657
Previous $675 Million
6.9%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
1.81MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL469KShares$17.7 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA219KShares$8.29 Million0.73% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$8.28 Million5.7% of portfolio
-
Commonwealth Equity Services, LLC119KShares$4.51 Million0.01% of portfolio
-
Austin Wealth Management, LLC Austin, TX98.9KShares$3.74 Million0.68% of portfolio