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

Austin Wealth Management, LLC

  • $456 Billion
  • Q3 2024

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 112,777 shares of SPD stock, worth $3.89 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
112,777
Previous 115,625 2.46%
Holding current value
$3.89 Million
Previous $3.83 Billion 2.33%
% of portfolio
0.82%
Previous 0.9%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
38
Shares Held
1.72M
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
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

Follow Austin Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email