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

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

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 185,279 shares of SPD stock, worth $7.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
185,279
Previous 2,724 6701.73%
Holding current value
$7.05 Million
Previous $84,000 8285.71%
% of portfolio
0.06%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
$29.7 - $38.02 $5.42 Million - $6.94 Million
182,555 Added 6701.73%
185,279 $7.04 Million
Q1 2025

May 06, 2025
SELL
$30.84 - $35.09 $4.47 Million - $5.08 Million
-144,905 Reduced 98.15%
2,724 $84,000
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
46
Shares Held
1.26M
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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