Envestnet Asset Management Inc Simplify Exch Trad Fds Us Eq P Transaction History

Envestnet Asset Management Inc

$281 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$26.22 - $28.11 $392,801 - $421,115	-14,981 Reduced 49.59%	15,228 $399,000
Q2 2023 Aug 04, 2023	BUY	$25.32 - $27.45 $100,520 - $108,976	3,970 Added 15.13%	30,209 $825,000
Q1 2023 May 11, 2023	BUY	$24.02 - $26.27 $36,318 - $39,720	1,512 Added 6.11%	26,239 $671,000
Q4 2022 Feb 07, 2023	SELL	$23.9 - $26.17 $13.4 Million - $14.7 Million	-561,964 Reduced 95.79%	24,727 $599,000
Q3 2022 Nov 10, 2022	SELL	$26.16 - $28.86 $711,342 - $784,761	-27,192 Reduced 4.43%	586,691 $15.5 Million
Q2 2022 Aug 03, 2022	SELL	$26.34 - $31.45 $2.85 Million - $3.4 Million	-108,198 Reduced 14.98%	613,883 $16.2 Million
Q1 2022 May 04, 2022	SELL	$29.63 - $33.3 $6.61 Million - $7.43 Million	-223,252 Reduced 23.62%	722,081 $22.6 Million
Q4 2021 Feb 04, 2022	BUY	$30.18 - $33.42 $5.05 Million - $5.59 Million	167,259 Added 21.5%	945,333 $31.4 Million
Q3 2021 Oct 07, 2021	BUY	$30.02 - $32.03 $2.22 Million - $2.37 Million	74,012 Added 10.51%	778,074 $23.7 Million
Q2 2021 Aug 04, 2021	BUY	$28.48 - $30.39 $289,470 - $308,883	10,164 Added 1.46%	704,062 $21.3 Million
Q1 2021 May 04, 2021	BUY	$26.53 - $28.31 $15 Million - $16 Million	565,031 Added 438.46%	693,898 $19.6 Million
Q4 2020 Feb 02, 2021	BUY	$23.68 - $26.9 $3.05 Million - $3.47 Million	128,867 New	128,867 $3.47 Million

Others Institutions Holding SPD

# of Institutions

40

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

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