Mutual Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History

Mutual Advisors, LLC

$3.29 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$23.42 - $28.15 $214,152 - $257,403	9,144 Added 30.5%	39,129 $916,000
Q4 2022 Jan 12, 2023	BUY	$26.01 - $30.06 $779,909 - $901,349	29,985 New	29,985 $0

Others Institutions Holding CTA

# of Institutions

63

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

488K
Shares

$12.8 Million
0.15% of portfolio
Clear Creek Financial Management, LLC

385K
Shares

$10.1 Million
1.28% of portfolio
Lpl Financial LLC Fort Mill, SC

287K
Shares

$7.52 Million
0.0% of portfolio
Peak Financial Advisors LLC

285K
Shares

$7.46 Million
5.54% of portfolio
Longview Financial Advisors, Inc. Huntsville, AL

165K
Shares

$4.32 Million
3.38% of portfolio

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