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

Wj Interests, LLC

$185 Million
Q3 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

38

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.3 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.03 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.56 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.78 Million
0.82% of portfolio

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