Steward Partners Investment Advisory, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 41,493 shares of SPD stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
41,493
Previous 41,493
-0.0%
Holding current value
$1.58 Million
Previous $1.38 Million
7.3%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPD
# of Institutions
46Shares Held
1.74MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA190KShares$7.24 Million5.49% of portfolio
-
Ae Wealth Management LLC185KShares$7.05 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.48 Million0.01% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.44 Million2.88% of portfolio
-
Ironsides Asset Advisors, LLC Rocky Mount, NC83.3KShares$3.17 Million0.93% of portfolio