Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Transaction History

Sfg Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.81 - $30.21 $620,719 - $674,287	22,320 Added 36.67%	83,189 $2.46 Million
Q4 2024 Jan 16, 2025	BUY	$25.8 - $28.97 $336,948 - $378,348	13,060 Added 27.32%	60,869 $1.7 Million
Q3 2024 Oct 31, 2024	SELL	$25.73 - $27.07 $84,008 - $88,383	-3,265 Reduced 6.39%	47,809 $1.24 Million
Q2 2024 Jul 19, 2024	BUY	$25.27 - $28.23 $1.29 Million - $1.44 Million	51,074 New	51,074 $1.37 Million

197

24.4M

36.9K

15.6K

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