Worth Asset Management, LLC Simplify Exch Trad Fds Simplif Transaction History
Worth Asset Management, LLC
- $154 Million
- Q1 2024
A detailed history of Worth Asset Management, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Worth Asset Management, LLC holds 20,466 shares of SPBC stock, worth $713,649. This represents 0.45% of its overall portfolio holdings.
Number of Shares
20,466
Previous 49,965
59.04%
Holding current value
$713,649
Previous $1.42 Million
51.27%
% of portfolio
0.45%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding SPBC
# of Institutions
13Shares Held
415KCall Options Held
0Put Options Held
0-
Sfg Wealth Management, Llc.178KShares$6.21 Million3.7% of portfolio
-
Private Advisor Group, LLC103KShares$3.58 Million0.03% of portfolio
-
Total Clarity Wealth Management, Inc.50.1KShares$1.75 Million0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.3KShares$1.23 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.4KShares$500,9070.0% of portfolio