Who owns SIMPLIFY US EQ PLUS GBTC ETF?

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Analyze quarterly positions in Simplify Us Eq Plus Gbtc Etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Simplify Us Eq Plus Gbtc Etf stock

Who bought or sold SIMPLIFY US EQ PLUS GBTC ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
SFG Wealth Management 178k $6.0M 304% Mar 2024
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Private Advisor 103k $3.5M 100% Mar 2024
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Total Clarity Wealth Management 50k $1.7M 100% Mar 2024
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LPL Financial 35k $1.2M 100% Mar 2024
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Worth Asset Management 21k $692k -59% Mar 2024
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Advisor Group Holdings 14k $486k -43% Mar 2024
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Envestnet Asset Management 13k $438k 100% Mar 2024
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Royal Bank of Canada 547.00 $18k 100% Mar 2024
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Private Trust Co Na 200.00 $6.8k 100% Mar 2024
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UBS Group 90.00 $3.0k -3% Mar 2024
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Morgan Stanley 1.00 $50.000000 100% Mar 2024
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Who sold out of Simplify Us Eq Plus Gbtc Etf?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2023 17k $409k
IFP Advisors Sep 2023 115.00 $2.8k
Bank of America Corporation Dec 2023 2.00 $57.000000