Wealthsource Partners, LLC Simplify Exchange Traded Fds S Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$22.99 - $28.19 $207,346 - $254,245	-9,019 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$24.41 - $27.73 $220,153 - $250,096	9,019 New	9,019 $245,000

Others Institutions Holding PINK

# of Institutions

64

Shares Held

3.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

705K
Shares

$21.6 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

650K
Shares

$19.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

403K
Shares

$12.3 Million
0.03% of portfolio
Diversify Advisory Services, LLC Sandy, UT

300K
Shares

$9.17 Million
0.52% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

222K
Shares

$6.79 Million
1.35% of portfolio

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