Wj Interests, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Wj Interests, LLC

$169 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 20, 2022	BUY	$26.16 - $28.86 $2.05 Million - $2.26 Million	78,271 Added 32.83%	316,707 $8.38 Million
Q2 2022 Aug 15, 2022	BUY	$26.34 - $31.45 $6.28 Million - $7.5 Million	238,436 New	238,436 $6.31 Million

Others Institutions Holding SPD

# of Institutions

43

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.5 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.81 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.54 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

212K
Shares

$7.32 Million
1.07% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.17 Million
0.05% of portfolio

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