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

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

20

Shares Held

1.5M

Call Options Held

0

Put Options Held

0

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