WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1632972
PLYMOUTH, MN
All Filings in SPD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SPD | $853,002 | 21,727 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 SPD | $1,114,063 | 28,197 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 SPD | $1,170,778 | 30,797 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 SPD | $6,539,643 | 211,420 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 SPD | $8,264,141 | 247,637 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 SPD | $8,295,639 | 247,853 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 SPD | $8,022,470 | 248,220 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 SPD | $8,125,589 | 261,357 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 SPD | $7,799,036 | 271,403 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SPD | $7,366,404 | 280,946 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||