Worth Asset Management, LLC Simplify Exch Trad Fds Simplif Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
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 6,329 shares of SPBC stock, worth $271,830. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,329
Previous 11,376
44.37%
Holding current value
$271,830
Previous $412,000
36.41%
% of portfolio
0.14%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SPBC
# of Institutions
20Shares Held
747KCall Options Held
0Put Options Held
0-
Cwm, LLC273KShares$11.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC185KShares$7.94 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ58.8KShares$2.53 Million0.01% of portfolio
-
Private Advisor Group, LLC54.6KShares$2.35 Million0.01% of portfolio
-
Envestnet Asset Management Inc48.9KShares$2.1 Million0.0% of portfolio