Sfg Wealth Management, Llc. Simplify Exch Trad Fds Simplif Transaction History

Sfg Wealth Management, Llc.

$194 Million
Q1 2025

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 102,878 shares of SPBC stock, worth $4.27 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

102,878

Previous 227,329 54.74%

Holding current value

$4.27 Million

Previous $8.78 Million 57.46%

% of portfolio

1.92%

Previous 4.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$35.75 - $40.67 $4.45 Million - $5.06 Million	-124,451 Reduced 54.74%	102,878 $3.74 Million
Q4 2024 Jan 16, 2025	BUY	$35.88 - $40.8 $145,314 - $165,240	4,050 Added 1.81%	227,329 $8.78 Million
Q3 2024 Oct 31, 2024	BUY	$32.36 - $36.39 $501,126 - $563,535	15,486 Added 7.45%	223,279 $8.12 Million
Q2 2024 Jul 19, 2024	BUY	$31.42 - $34.9 $933,299 - $1.04 Million	29,704 Added 16.68%	207,793 $7.17 Million
Q1 2024 Apr 26, 2024	BUY	$28.18 - $33.82 $3.78 Million - $4.53 Million	133,968 Added 303.64%	178,089 $6.02 Million
Q4 2023 Jan 19, 2024	BUY	$23.65 - $28.88 $1.04 Million - $1.27 Million	44,121 New	44,121 $1.25 Million

Others Institutions Holding SPBC

# of Institutions

Shares Held

531K

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

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Sfg Wealth Management, Llc. Simplify Exch Trad Fds Simplif Transaction History