International Assets Investment Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$29.63 - $33.3 $572,007 - $642,856	-19,305 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$30.18 - $33.42 $455,718 - $504,642	-15,100 Reduced 43.89%	19,305 $592,000
Q3 2021 Oct 28, 2021	BUY	$30.02 - $32.03 $1.03 Million - $1.1 Million	34,405 New	34,405 $1.02 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

1.72M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.42 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.1 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.62 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.83 Million
0.82% of portfolio

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