Lpl Financial LLC Simplify Exch Trad Fds Simplif Transaction History

Lpl Financial LLC

$183 Billion
Q1 2024

A detailed history of Lpl Financial LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Lpl Financial LLC holds 35,293 shares of SPBC stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

35,293

Holding current value

$1.23 Million

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$28.18 - $33.82 $994,556 - $1.19 Million	35,293 New	35,293 $1.19 Million

Others Institutions Holding SPBC

# of Institutions

Shares Held

415K

Call Options Held

Put Options Held

Sfg Wealth Management, Llc.

178K
Shares

$6.22 Million
3.7% of portfolio
Private Advisor Group, LLC

103K
Shares

$3.59 Million
0.03% of portfolio
Total Clarity Wealth Management, Inc.

50.1K
Shares

$1.75 Million
0.61% of portfolio
Worth Asset Management, LLC

20.5K
Shares

$714,877
0.45% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

14.4K
Shares

$501,769
0.0% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

Ticker SPBC
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