Latest Institutional Transactions on Simpl Exch Traded Fds Sht Term (TUA)
This table provides information on the latest institutional transactions involving Simpl Exch Traded Fds Sht Term (TUA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
10.7K+ 4.59% |
N/A
|
244K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-104K- 76.36% |
N/A
|
32.1K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
168KNew |
N/A
|
168K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.58K+ 42.74% |
N/A
|
25.3K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
21+ 13.21% |
N/A
|
180
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
297KNew |
N/A
|
297K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
84KNew |
N/A
|
84K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
14.3K+ 7.75% |
N/A
|
198K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
144K+ 35.93% |
N/A
|
545K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25.2K- 18.84% |
N/A
|
108K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-275K- 70.62% |
N/A
|
115K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-404K- 97.45% |
N/A
|
10.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51.3K- 65.42% |
N/A
|
27.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.22K+ 34.67% |
N/A
|
24.2K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
8KNew |
N/A
|
8K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.22K+ 13.66% |
N/A
|
68.4K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-390- 30.98% |
N/A
|
869
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4.98KNew |
N/A
|
4.98K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-191K- 41.82% |
N/A
|
266K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22.9K+ 25.94% |
N/A
|
111K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.33K+ 6.39% |
N/A
|
105K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
682+ 3.53% |
N/A
|
20K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.71K+ 4.81% |
N/A
|
168K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.44K+ 15.57% |
N/A
|
18.1K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
9.45KNew |
N/A
|
9.45K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-138K- 9.55% |
N/A
|
1.31M
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
167K+ 740.04% |
N/A
|
190K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
2.97MNew |
N/A
|
2.97M
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.27K+ 3.76% |
N/A
|
35K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
485New |
N/A
|
485
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.01MNew |
N/A
|
1.01M
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
281K+ 68.5% |
N/A
|
691K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31.8K+ 34.11% |
N/A
|
125K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 8.1% |
N/A
|
17.9K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
151K+ 14.3% |
N/A
|
1.21M
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.39K+ 5.39% |
N/A
|
184K
$0
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.31K+ 13.32% |
N/A
|
19.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152K- 29.7% |
N/A
|
359K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.71K+ 57.17% |
N/A
|
15.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.5K+ 93.4% |
N/A
|
52.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
55.2KNew |
N/A
|
55.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.21KNew |
N/A
|
8.21K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-564- 34.12% |
N/A
|
1.09K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
373K+ 36.85% |
N/A
|
1.38M
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-193K- 64.91% |
N/A
|
104K
$0
|
|