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

Bison Wealth, LLC

$383 Million
Q4 2024

A detailed history of Bison Wealth, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Bison Wealth, LLC holds 10,456 shares of SPD stock, worth $409,143. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,456

Previous 36,524 71.37%

Holding current value

$409,143

Previous $1.22 Million 71.52%

% of portfolio

0.09%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$33.07 - $35.18 $862,068 - $917,072	-26,068 Reduced 71.37%	10,456 $348,000
Q3 2024 Nov 05, 2024	SELL	$31.14 - $33.49 $373,057 - $401,210	-11,980 Reduced 24.7%	36,524 $1.22 Million
Q1 2024 May 10, 2024	SELL	$28.3 - $31.48 $16,866 - $18,762	-596 Reduced 1.21%	48,504 $1.51 Million
Q4 2023 Jan 30, 2024	SELL	$25.37 - $28.91 $217,928 - $248,336	-8,590 Reduced 14.89%	49,100 $1.41 Million
Q3 2023 Nov 13, 2023	SELL	$26.22 - $28.11 $65,261 - $69,965	-2,489 Reduced 4.14%	57,690 $1.51 Million
Q2 2023 Aug 14, 2023	SELL	$25.32 - $27.45 $21,673 - $23,497	-856 Reduced 1.4%	60,179 $1.64 Million
Q1 2023 May 15, 2023	BUY	$24.02 - $26.27 $57,792 - $63,205	2,406 Added 4.1%	61,035 $1.56 Million
Q4 2022 Feb 10, 2023	BUY	$23.9 - $26.17 $19,478 - $21,328	815 Added 1.41%	58,629 $1.42 Million
Q3 2022 Nov 14, 2022	SELL	$26.16 - $28.86 $10,751 - $11,861	-411 Reduced 0.71%	57,814 $1.53 Million
Q2 2022 Jul 22, 2022	SELL	$26.34 - $31.45 $520,899 - $621,955	-19,776 Reduced 25.35%	58,225 $1.54 Million
Q1 2022 May 12, 2022	BUY	$29.63 - $33.3 $558,229 - $627,372	18,840 Added 31.85%	78,001 $2.45 Million
Q4 2021 Feb 02, 2022	BUY	$30.18 - $33.42 $306,658 - $339,580	10,161 Added 20.74%	59,161 $1.97 Million
Q3 2021 Nov 03, 2021	BUY	$30.02 - $32.03 $315,420 - $336,539	10,507 Added 27.3%	49,000 $1.49 Million
Q2 2021 Aug 02, 2021	SELL	$28.48 - $30.39 $66,671 - $71,142	-2,341 Reduced 5.73%	38,493 $727,000
Q1 2021 May 05, 2021	BUY	$26.53 - $28.31 $1.08 Million - $1.16 Million	40,834 New	40,834 $64,000

Others Institutions Holding SPD

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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