Cwm, LLC Simplify Exch Trad Fds Simplif Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Cwm, LLC holds 273,476 shares of SPBC stock, worth $11.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

273,476

Holding current value

$11.8 Million

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$32.08 - $41.44 $8.77 Million - $11.3 Million	273,476 New	273,476 $11.3 Million

Others Institutions Holding SPBC

# of Institutions

Shares Held

799K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

185K
Shares

$7.94 Million
0.0% of portfolio
Sfg Wealth Management, Llc.

103K
Shares

$4.42 Million
1.92% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

58.8K
Shares

$2.53 Million
0.01% of portfolio
Private Advisor Group, LLC

54.6K
Shares

$2.35 Million
0.01% of portfolio
Total Clarity Wealth Management, Inc.

41.5K
Shares

$1.79 Million
0.52% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

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