Lpl Financial LLC Simplify Exch Trad Fds Us Eq P Transaction History

Lpl Financial LLC

$196 Billion
Q2 2024

A detailed history of Lpl Financial LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Lpl Financial LLC holds 11,916 shares of SPD stock, worth $395,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,916

Holding current value

$395,968

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$29.76 - $32.69 $354,620 - $389,534	11,916 New	11,916 $385,000
Q4 2023 Feb 14, 2024	SELL	$25.37 - $28.91 $1,902 - $2,168	-75 Reduced 0.14%	53,054 $1.52 Million
Q3 2023 Nov 13, 2023	BUY	$26.22 - $28.11 $184,221 - $197,500	7,026 Added 15.24%	53,129 $1.39 Million
Q2 2023 Jul 31, 2023	SELL	$25.32 - $27.45 $80,872 - $87,675	-3,194 Reduced 6.48%	46,103 $1.26 Million
Q1 2023 May 10, 2023	BUY	$24.02 - $26.27 $247,502 - $270,686	10,304 Added 26.43%	49,297 $1.26 Million
Q4 2022 Feb 07, 2023	SELL	$23.9 - $26.17 $23.1 Million - $25.2 Million	-964,743 Reduced 96.12%	38,993 $945,000
Q3 2022 Nov 14, 2022	BUY	$26.16 - $28.86 $15.8 Million - $17.4 Million	604,084 Added 151.15%	1,003,736 $26.5 Million
Q2 2022 Aug 12, 2022	BUY	$26.34 - $31.45 $10.5 Million - $12.6 Million	399,652 New	399,652 $10.6 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

1.47M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

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