Nwam LLC Simplify Exch Traded Fds Simpl Transaction History

Nwam LLC

$339 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$23.53 - $25.79 $617,827 - $677,168	26,257 New	26,257 $655,000

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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