Straight Path Wealth Management SIMPLIFY EXCHANGE TRADED FUN Transaction History

Straight Path Wealth Management

  • $262 Million
  • Q2 2025
Number of Shares
6,440
Previous 6,960 7.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-520 Reduced 7.47%
6,440 $0
Q1 2025

Apr 28, 2025
BUY
N/A
200 Added 2.96%
6,960 $0
Q4 2024

Feb 06, 2025
BUY
N/A
1,600 Added 31.01%
6,760 $0
Q2 2024

Aug 15, 2024
BUY
N/A
950 Added 22.57%
5,160 $0
Q1 2024

Apr 30, 2024
BUY
N/A
4,210 New
4,210 $0
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