Worth Asset Management, LLC Simplify Exch Trad Fds Simplif Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 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 9,780 shares of SPBC stock, worth $372,715. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,780
Previous 9,455
3.44%
Holding current value
$372,715
Previous $326,000
8.9%
% of portfolio
0.21%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding SPBC
# of Institutions
17Shares Held
788KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC358KShares$13.6 Million0.08% of portfolio
-
Sfg Wealth Management, Llc.223KShares$8.51 Million4.48% of portfolio
-
Total Clarity Wealth Management, Inc.79.9KShares$3.05 Million0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC51.4KShares$1.96 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.3KShares$546,5730.0% of portfolio