Sfg Wealth Management, Llc. Simplify Exch Trad Fds Simplif Transaction History
Sfg Wealth Management, Llc.
- $163 Million
- Q1 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 178,089 shares of SPBC stock, worth $6.22 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
178,089
Previous 44,121
303.64%
Holding current value
$6.22 Million
Previous $1.25 Million
380.22%
% of portfolio
3.7%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding SPBC
# of Institutions
13Shares Held
415KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC103KShares$3.59 Million0.03% of portfolio
-
Total Clarity Wealth Management, Inc.50.1KShares$1.75 Million0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.3KShares$1.23 Million0.0% of portfolio
-
Worth Asset Management, LLC20.5KShares$714,2630.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.4KShares$501,3380.0% of portfolio