New Edge Advisors, LLC Simplify Exch Trad Fds Simplif Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,735 shares of SPBC stock, worth $71,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,735
Previous 1,535
13.03%
Holding current value
$71,985
Previous $59,000
5.08%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPBC
# of Institutions
19Shares Held
515KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC185KShares$7.67 Million0.0% of portfolio
-
Sfg Wealth Management, Llc.103KShares$4.27 Million1.92% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ58.8KShares$2.44 Million0.01% of portfolio
-
Private Advisor Group, LLC54.6KShares$2.27 Million0.01% of portfolio
-
Total Clarity Wealth Management, Inc.31.9KShares$1.32 Million0.4% of portfolio