Wealth Enhancement Advisory Services, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 211,420 shares of SPD stock, worth $7.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

211,420

Previous 247,637 14.63%

Holding current value

$7.73 Million

Previous $8.26 Million 21.09%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$30.84 - $35.09 $1.12 Million - $1.27 Million	-36,217 Reduced 14.63%	211,420 $6.52 Million
Q4 2024 Mar 17, 2025	SELL	$33.07 - $35.18 $7,143 - $7,598	-216 Reduced 0.09%	247,637 $8.26 Million
Q3 2024 Oct 23, 2024	SELL	$31.14 - $33.49 $11,428 - $12,290	-367 Reduced 0.15%	247,853 $8.3 Million
Q2 2024 Jul 16, 2024	SELL	$29.76 - $32.69 $390,957 - $429,448	-13,137 Reduced 5.03%	248,220 $8.02 Million
Q1 2024 Apr 15, 2024	SELL	$28.3 - $31.48 $284,301 - $316,248	-10,046 Reduced 3.7%	261,357 $8.13 Million
Q4 2023 Jan 30, 2024	SELL	$25.37 - $28.91 $242,105 - $275,888	-9,543 Reduced 3.4%	271,403 $7.8 Million
Q3 2023 Nov 13, 2023	BUY	$26.22 - $28.11 $7.37 Million - $7.9 Million	280,946 New	280,946 $7.37 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

2.21M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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Wealth Enhancement Advisory Services, LLC Simplify Exch Trad Fds Us Eq P Transaction History