Wj Wealth Management, LLC Simplify Exch Trad Fds Simplif Transaction History

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025

A detailed history of Wj Wealth Management, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Wj Wealth Management, LLC holds 48,919 shares of SPBC stock, worth $2.17 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
48,919
Previous 61,531 20.5%
Holding current value
$2.17 Million
Previous $2.76 Million 20.48%
% of portfolio
1.44%
Previous 1.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
SELL
$41.31 - $44.9 $521,001 - $566,278
-12,612 Reduced 20.5%
48,919 $2.19 Million
Q3 2025

Nov 14, 2025
BUY
$41.31 - $44.9 $2.54 Million - $2.76 Million
61,531 New
61,531 $2.76 Million

Others Institutions Holding SPBC

# of Institutions
22
Shares Held
1.44M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS SIMPLIF

SPBC Quotes by TradingView
  • Ticker SPBC
  • Sector ETFs
  • Industry ETFs
More about SPBC
Track This Portfolio

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, 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 Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email