Simplicity Wealth,Llc Ea Series Trust Freedom Day Di Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$31.45 - $34.15 $157 - $170	5 Added 0.03%	14,291 $486,000
Q2 2024 Jul 10, 2024	SELL	$30.3 - $32.26 $2,787 - $2,967	-92 Reduced 0.64%	14,286 $455,000
Q1 2024 Apr 24, 2024	BUY	$28.24 - $32.12 $141 - $160	5 Added 0.03%	14,378 $461,000
Q4 2023 Jan 29, 2024	BUY	$24.83 - $28.7 $148 - $172	6 Added 0.04%	14,373 $411,000
Q3 2023 Oct 19, 2023	BUY	$25.32 - $27.04 $227 - $243	9 Added 0.06%	14,367 $369,000
Q2 2023 Jul 26, 2023	BUY	$24.09 - $25.82 $144 - $154	6 Added 0.04%	14,358 $370,000
Q1 2023 Apr 27, 2023	BUY	$23.97 - $26.38 $527 - $580	22 Added 0.15%	14,352 $357,000
Q4 2022 Feb 15, 2023	BUY	$23.34 - $26.7 $334,462 - $382,611	14,330 New	14,330 $362,000

Others Institutions Holding MBOX

# of Institutions

8

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Freedom Day Solutions, LLC

3.1M
Shares

$106 Million
31.91% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

60K
Shares

$2.05 Million
0.22% of portfolio
High Tower Advisors, LLC Chicago, IL

19K
Shares

$649,788
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

6.36K
Shares

$217,668
0.0% of portfolio
Sapient Capital LLC Indianapolis, IN

6.17K
Shares

$211,130
0.0% of portfolio

About EA SERIES TRUST FREEDOM DAY DI

Ticker MBOX
Sector ETFs
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