Independent Wealth Advisors LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 2136099
CARY, NC
All Filings in SPD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $5,414,762 | 148,884 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 SPD | $5,624,819 | 143,271 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||