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

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 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 227,329 shares of SPBC stock, worth $8.81 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
227,329
Previous 223,279 1.81%
Holding current value
$8.81 Million
Previous $8.12 Million 8.17%
% of portfolio
4.79%
Previous 4.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
764K
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

SPBC Quotes by TradingView
  • Ticker SPBC
  • Sector ETFs
  • Industry ETFs
More about SPBC
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