Simplicity Wealth,Llc Global X Fds Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Global X Fds stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,993 shares of BOTZ stock, worth $339,683. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,993

Previous 10,600 3.71%

Holding current value

$339,683

Previous $338,000 5.92%

% of portfolio

0.03%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$28.46 - $34.53 $11,184 - $13,570	393 Added 3.71%	10,993 $318,000
Q4 2024 Feb 07, 2025	SELL	$31.11 - $34.18 $194,561 - $213,761	-6,254 Reduced 37.11%	10,600 $338,000
Q3 2024 Oct 09, 2024	SELL	$27.68 - $32.27 $331,108 - $386,013	-11,962 Reduced 41.51%	16,854 $541,000
Q2 2024 Jul 10, 2024	SELL	$28.65 - $31.95 $201,151 - $224,320	-7,021 Reduced 19.59%	28,816 $888,000
Q1 2024 Apr 24, 2024	BUY	$26.84 - $32.89 $961,865 - $1.18 Million	35,837 New	35,837 $1.14 Million
Q3 2023 Oct 19, 2023	SELL	$24.12 - $30.13 $302,657 - $378,071	-12,548 Reduced 37.26%	21,131 $522,000
Q2 2023 Jul 26, 2023	SELL	$24.5 - $29.72 $994,749 - $1.21 Million	-40,602 Reduced 54.66%	33,679 $967,000
Q1 2023 Apr 27, 2023	SELL	$20.65 - $25.5 $55,796 - $68,901	-2,702 Reduced 3.51%	74,281 $1.89 Million
Q4 2022 Feb 15, 2023	BUY	$17.67 - $21.95 $23,342 - $28,995	1,321 Added 1.75%	76,983 $1.58 Million
Q3 2022 Oct 12, 2022	BUY	$18.08 - $23.8 $1.37 Million - $1.8 Million	75,662 New	75,662 $1.37 Million

Others Institutions Holding BOTZ

# of Institutions

418

Shares Held

31.4M

Call Options Held

189K

Put Options Held

112K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Global X Fds Transaction History