Wt Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Wt Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 10, 2025	BUY	$26.61 - $29.9 $170,836 - $191,958	6,420 Added 28.93%	28,615 $765,000
Q1 2025 May 05, 2025	BUY	$27.81 - $30.21 $156,653 - $170,172	5,633 Added 34.01%	22,195 $656,000
Q4 2024 Feb 04, 2025	BUY	$25.8 - $28.97 $124,923 - $140,272	4,842 Added 41.31%	16,562 $461,000
Q3 2024 Oct 21, 2024	BUY	$25.73 - $27.07 $301,555 - $317,260	11,720 New	11,720 $304,000

203

28.3M

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