Institutional shares held 787,924
0 calls
0 puts
Total value of holdings $30M
$0 calls
$0 puts
# of Institutions 17


Latest Institutional Activity in SPBC

Top Purchases

Q3 2024
Private Advisor Group, LLC Shares Held: 358K ($13.6M)
Q3 2024
Sfg Wealth Management, Llc. Shares Held: 223K ($8.51M)
Q3 2024
Total Clarity Wealth Management, Inc. Shares Held: 79.9K ($3.05M)
Q3 2024
Worth Asset Management, LLC Shares Held: 9.78K ($373K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q3 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 10.6K ($405K)
Q3 2024
Envestnet Asset Management Inc Shares Held: 12.8K ($489K)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 14.3K ($547K)
Q1 2024
Royal Bank Of Canada Shares Held: 547 ($20.8K)
Q3 2023
Ifp Advisors, Inc Shares Held: 115 ($4.38K)

About SPBC

Track Institutional and Insider Activities on SPBC

Follow SIMPLIFY EXCH TRAD FDS SIMPLIF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPBC shares.

Notify only if

Insider Trading

Get notified when an Simplify Exch Trad Fds Simplif insider buys or sells SPBC shares.

Notify only if

News

Receive news related to SIMPLIFY EXCH TRAD FDS SIMPLIF

Track Activities on SPBC