Atlas Financial Advisors, Inc. Simplify Exch Trad Fds Us Eq P Transaction History

Atlas Financial Advisors, Inc.

$57.6 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$26.22 - $28.11 $42,659 - $45,734	-1,627 Reduced 11.83%	12,130 $318,000
Q2 2023 Jul 17, 2023	SELL	$25.32 - $27.45 $140,323 - $152,127	-5,542 Reduced 28.72%	13,757 $375,000
Q1 2023 Apr 25, 2023	SELL	$24.02 - $26.27 $552 - $604	-23 Reduced 0.12%	19,299 $493,000
Q4 2022 Jan 24, 2023	SELL	$23.9 - $26.17 $15.8 Million - $17.4 Million	-663,056 Reduced 97.17%	19,322 $0
Q3 2022 Oct 19, 2022	SELL	$26.16 - $28.86 $2.51 Million - $2.77 Million	-96,078 Reduced 12.34%	682,378 $18 Million
Q2 2022 Jul 25, 2022	BUY	$26.34 - $31.45 $7.99 Million - $9.53 Million	303,165 Added 63.79%	778,456 $20.6 Million
Q1 2022 Apr 27, 2022	BUY	$29.63 - $33.3 $2.26 Million - $2.54 Million	76,323 Added 19.13%	475,291 $14.9 Million
Q4 2021 Apr 20, 2022	BUY	$30.18 - $33.42 $12 Million - $13.3 Million	398,968 New	398,968 $13.3 Million

Others Institutions Holding SPD

# of Institutions

48

Shares Held

1.49M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

246K
Shares

$9.63 Million
0.01% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

190K
Shares

$7.46 Million
5.49% of portfolio
Ae Wealth Management LLC

185K
Shares

$7.26 Million
0.06% of portfolio
Evolution Wealth Management Inc. Fort Myers, FL

100K
Shares

$3.92 Million
4.06% of portfolio
Stringer Asset Management, LLC Memphis, TN

90.4K
Shares

$3.55 Million
2.88% of portfolio

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