Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Envestnet Asset Management Inc holds 12,838 shares of SPBC stock, worth $510,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,838
Previous 13,508 4.96%
Holding current value
$510,310
Previous $466,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$32.36 - $36.39 $21,681 - $24,381
-670 Reduced 4.96%
12,838 $466,000
Q2 2024

Aug 08, 2024
BUY
$31.42 - $34.9 $17,877 - $19,858
569 Added 4.4%
13,508 $466,000
Q1 2024

May 13, 2024
BUY
$28.18 - $33.82 $44,101 - $52,928
1,565 Added 13.76%
12,939 $437,000
Q4 2023

Feb 13, 2024
BUY
$23.65 - $28.88 $268,995 - $328,481
11,374 New
11,374 $323,000
Q2 2023

Aug 04, 2023
BUY
$22.34 - $25.0 $1.67 Million - $1.87 Million
74,750 New
74,750 $1.87 Million

Others Institutions Holding SPBC

# of Institutions
16
Shares Held
790K
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

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