Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

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 48,886 shares of SPBC stock, worth $2.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

48,886

Holding current value

$2.1 Million

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$32.08 - $41.44 $1.57 Million - $2.03 Million	48,886 New	48,886 $2.03 Million
Q4 2024 Feb 12, 2025	BUY	$35.88 - $40.8 $763,454 - $868,142	21,278 Added 165.74%	34,116 $1.32 Million
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

Shares Held

747K

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS SIMPLIF

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Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History