Modern Wealth Management, LLC
Position in SPYC — Simplify US Equity PLUS Convexity ETF
CIK 2001900
KANSAS CITY, MO
All Filings in SPYC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPYC | $219,306 | 5,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SPYC | $237,491 | 5,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SPYC | $238,113 | 5,556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SPYC | $229,573 | 5,556 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 SPYC | $207,905 | 5,556 | Shares | Other | 2025-05-30 | |
| 2024-09-30 SPYC | $207,540 | 5,495 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||