Purchases and Sales Made in Q2 2025 in Simpl Exch Traded Fds Sht Term (TUA)
This table provides information about the institutional ownership of Simpl Exch Traded Fds Sht Term (TUA) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMPL EXCH TRADED FDS SHT TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 6.45% |
N/A
|
22.5K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 8.05% |
N/A
|
14.4K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-598- 3.36% |
N/A
|
17.2K
$0
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 7.19% |
N/A
|
14.1K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.8K- 1.97% |
N/A
|
239K
$0
|