Family Management Corp SIMPLIFY EXCHANGE TRADED FUN Transaction History

Family Management Corp

  • $629 Million
  • Q2 2025
Number of Shares
199,123
Previous 205,702 3.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-6,579 Reduced 3.2%
199,123 $0
Q1 2025

May 15, 2025
SELL
N/A
-3,351 Reduced 1.6%
205,702 $0
Q4 2024

Feb 14, 2025
BUY
N/A
33,838 Added 19.31%
209,053 $0
Q3 2024

Nov 14, 2024
BUY
N/A
13,220 Added 8.16%
175,215 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-89,864 Reduced 35.68%
161,995 $0
Q1 2024

May 15, 2024
SELL
N/A
-25,789 Reduced 9.29%
251,859 $0
Q4 2023

Feb 14, 2024
BUY
N/A
277,648 New
277,648 $0
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