Austin Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Austin Wealth Management, LLC

  • $562 Billion
  • Q2 2025

A detailed history of Austin Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Austin Wealth Management, LLC holds 54,756 shares of SPD stock, worth $2.14 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
54,756
Previous 98,902 44.64%
Holding current value
$2.14 Million
Previous $3.4 Billion 39.36%
% of portfolio
0.37%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$29.7 - $38.02 $1.31 Million - $1.68 Million
-44,146 Reduced 44.64%
54,756 $2.06 Billion
Q1 2025

Apr 30, 2025
SELL
$30.84 - $35.09 $206,288 - $234,717
-6,689 Reduced 6.33%
98,902 $3.4 Billion
Q4 2024

Feb 07, 2025
SELL
$33.07 - $35.18 $237,641 - $252,803
-7,186 Reduced 6.37%
105,591 $3.61 Billion
Q3 2024

Oct 28, 2024
SELL
$31.14 - $33.49 $88,686 - $95,379
-2,848 Reduced 2.46%
112,777 $3.74 Billion
Q2 2024

Jul 31, 2024
SELL
$29.76 - $32.69 $34,759 - $38,181
-1,168 Reduced 1.0%
115,625 $3.83 Billion
Q1 2024

May 23, 2024
BUY
$28.3 - $31.48 $36,676 - $40,798
1,296 Added 1.12%
116,793 $3.69 Billion
Q4 2023

Feb 21, 2024
SELL
$25.37 - $28.91 $187,763 - $213,962
-7,401 Reduced 6.02%
115,497 $3.48 Billion
Q3 2023

Dec 04, 2023
BUY
$26.22 - $28.11 $3.22 Million - $3.45 Million
122,898 New
122,898 $3.4 Billion

Others Institutions Holding SPD

# of Institutions
47
Shares Held
1.36M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

SPD Quotes by TradingView
  • Ticker SPD
  • Sector ETFs
  • Industry ETFs
More about SPD
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