Pathway Financial Advisors LLC Simplify Exch Trad Fds Us Eq P Transaction History
Pathway Financial Advisors LLC
- $517 Million
- Q1 2025
A detailed history of Pathway Financial Advisors LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 7,115 shares of SPD stock, worth $219,426. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,115
Previous 7,115
-0.0%
Holding current value
$219,426
Previous $237,000
7.59%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
51Shares Held
3.17MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$18.5 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$16.3 Million0.02% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$8.78 Million0.24% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$8.78 Million4.38% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$6.75 Million5.7% of portfolio