Sharp Financial Services, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Sharp Financial Services, LLC

  • $184 Billion
  • Q3 2025
Number of Shares
4,800
Previous 7,050 31.91%
Holding current value
$242 Million
Previous $353 Million 31.56%
% of portfolio
0.13%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-2,250 Reduced 31.91%
4,800 $242 Million
Q2 2025

Jul 25, 2025
BUY
N/A
2,550 Added 56.67%
7,050 $353 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-700 Reduced 13.46%
4,500 $226 Million
Q4 2024

Jan 17, 2025
BUY
N/A
5,200 New
5,200 $258 Million
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