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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ae Wealth Management LLC holds 147,629 shares of SPD stock, worth $4.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
147,629
Previous 150,170 1.69%
Holding current value
$4.55 Million
Previous $5.03 Million 1.99%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$33.07 - $35.18 $84,030 - $89,392
-2,541 Reduced 1.69%
147,629 $4.93 Million
Q3 2024

Nov 14, 2024
BUY
$31.14 - $33.49 $344,221 - $370,198
11,054 Added 7.95%
150,170 $5.03 Million
Q2 2024

Aug 12, 2024
BUY
$29.76 - $32.69 $65,680 - $72,146
2,207 Added 1.61%
139,116 $4.5 Million
Q1 2024

May 15, 2024
SELL
$28.3 - $31.48 $5.52 Million - $6.14 Million
-194,962 Reduced 58.75%
136,909 $4.26 Million
Q4 2023

Feb 14, 2024
BUY
$25.37 - $28.91 $8.42 Million - $9.59 Million
331,871 New
331,871 $9.54 Million
Q3 2022

Oct 25, 2022
BUY
$26.16 - $28.86 $481,553 - $531,254
18,408 Added 49.64%
55,488 $1.47 Million
Q2 2022

Aug 03, 2022
BUY
$26.34 - $31.45 $316,211 - $377,557
12,005 Added 47.88%
37,080 $982,000
Q1 2022

Apr 18, 2022
BUY
$29.63 - $33.3 $424,360 - $476,922
14,322 Added 133.19%
25,075 $786,000
Q4 2021

Jan 20, 2022
BUY
$30.18 - $33.42 $324,525 - $359,365
10,753 New
10,753 $358,000

Others Institutions Holding SPD

# of Institutions
50
Shares Held
3.21M
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 Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email