Stone X Group Inc. Simplify Exch Trad Fds Us Eq P Transaction History

Stone X Group Inc.

$1.14 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$29.63 - $33.3 $308,596 - $346,819	-10,415 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$30.18 - $33.42 $314,324 - $348,069	10,415 New	10,415 $346,000

Others Institutions Holding SPD

# of Institutions

38

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.42 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.1 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.62 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.83 Million
0.82% of portfolio

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