Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 10, 2022

SELL
$26.34 - $31.45 $996,705 - $1.19 Million
-37,840 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$29.63 - $33.3 $1.44 Million - $1.62 Million
-48,592 Reduced 56.22%
37,840 $1.19 Million
Q4 2021

Jan 19, 2022

BUY
$30.18 - $33.42 $1.16 Million - $1.29 Million
38,577 Added 80.61%
86,432 $2.88 Million
Q3 2021

Nov 12, 2021

BUY
$30.02 - $32.03 $1.44 Million - $1.53 Million
47,855 New
47,855 $1.46 Million

Others Institutions Holding SPD

About SIMPLIFY EXCH TRAD FDS US EQ P


  • Ticker SPD
  • Sector ETFs
  • Industry ETFs
More about SPD
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.