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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-627- 5.22% |
N/A
|
11.4K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
N/A
|
68
$0
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
323KNew |
N/A
|
323K
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
80.1KNew |
N/A
|
80.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
127New |
N/A
|
127
$0
|
|