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XXV
Simplify Ancorato Target 25 Distribution ETF
23.37
USD
+0.11
0.47%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.47%
5 days
0.65%
1 month
-1.14%
3 months
-3.39%
6 months
-3.71%
Year to date
-7.81%
1 year
-6.52%
5 years
-6.52%
10 years
-6.52%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $16.8M | +$17M | +662,452 | New |
|
| 2 |
SAM
2
Simplify Asset Management
Las Vegas,
Nevada
| $3.18M | +$3.2M | +125,000 | New |
|
| 3 |
CP
3
Castleview Partners
Dallas,
Texas
| $1.14M | +$1.14M | +44,705 | New |
|
| 4 |
VAG
4
VisionPoint Advisory Group
Dallas,
Texas
| $227K | +$228K | +8,907 | New |
|
| 5 |
5
Jane Street
New York
| $221K | +$223K | +8,705 | New |
|
| 6 |
MFA
6
Millington Financial Advisors
Naperville,
Illinois
| $209K | +$217K | +8,486 | New |
|