Raymond James & Associates Simplify Exch Trad Fds Us Eq P Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$26.16 - $28.86 $650,128 - $717,228	-24,852 Reduced 5.86%	398,936 $10.6 Million
Q2 2022 Aug 12, 2022	SELL	$26.34 - $31.45 $1.56 Million - $1.86 Million	-59,163 Reduced 12.25%	423,788 $11.2 Million
Q1 2022 May 11, 2022	SELL	$29.63 - $33.3 $4.3 Million - $4.83 Million	-145,003 Reduced 23.09%	482,951 $15.1 Million
Q4 2021 Feb 08, 2022	BUY	$30.18 - $33.42 $10,894 - $12,064	361 Added 0.06%	627,954 $20.9 Million
Q3 2021 Nov 02, 2021	BUY	$30.02 - $32.03 $6.52 Million - $6.96 Million	217,150 Added 52.91%	627,593 $19.1 Million
Q2 2021 Aug 11, 2021	SELL	$28.48 - $30.39 $13,471 - $14,374	-473 Reduced 0.12%	410,443 $12.4 Million
Q1 2021 May 14, 2021	BUY	$26.53 - $28.31 $10.9 Million - $11.6 Million	410,916 New	410,916 $11.6 Million

Others Institutions Holding SPD

# of Institutions

40

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

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