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

Austin Wealth Management, LLC

$499 Billion
Q1 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 98,902 shares of SPD stock, worth $3.58 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

98,902

Previous 105,591 6.33%

Holding current value

$3.58 Million

Previous $3.61 Billion 5.72%

% of portfolio

0.68%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.92M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

More about SPD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.

Account

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