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

50

Shares Held

2.54M

Call Options Held

0

Put Options Held

0

Gladstone Institutional Advisory LLC Boca Raton, FL

597K
Shares

$17.4 Million
0.84% of portfolio
Wealth Enhancement Advisory Services, LLC

529K
Shares

$15.4 Million
0.03% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

215K
Shares

$6.26 Million
1.19% of portfolio
Lee Danner & Bass Inc

149K
Shares

$4.33 Million
0.36% of portfolio
Cibc World Market Inc. Toronto, A6

124K
Shares

$3.62 Million
0.01% of portfolio

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