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 $3.74 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

98,902

Previous 105,591 6.33%

Holding current value

$3.74 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

1.8M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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