Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ae Wealth Management LLC holds 150,170 shares of SPD stock, worth $5.19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

150,170

Previous 139,116 7.95%

Holding current value

$5.19 Million

Previous $4.5 Million 11.79%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$31.14 - $33.49 $344,221 - $370,198	11,054 Added 7.95%	150,170 $5.03 Million
Q2 2024 Aug 12, 2024	BUY	$29.76 - $32.69 $65,680 - $72,146	2,207 Added 1.61%	139,116 $4.5 Million
Q1 2024 May 15, 2024	SELL	$28.3 - $31.48 $5.52 Million - $6.14 Million	-194,962 Reduced 58.75%	136,909 $4.26 Million
Q4 2023 Feb 14, 2024	BUY	$25.37 - $28.91 $8.42 Million - $9.59 Million	331,871 New	331,871 $9.54 Million
Q3 2022 Oct 25, 2022	BUY	$26.16 - $28.86 $481,553 - $531,254	18,408 Added 49.64%	55,488 $1.47 Million
Q2 2022 Aug 03, 2022	BUY	$26.34 - $31.45 $316,211 - $377,557	12,005 Added 47.88%	37,080 $982,000
Q1 2022 Apr 18, 2022	BUY	$29.63 - $33.3 $424,360 - $476,922	14,322 Added 133.19%	25,075 $786,000
Q4 2021 Jan 20, 2022	BUY	$30.18 - $33.42 $324,525 - $359,365	10,753 New	10,753 $358,000

Others Institutions Holding SPD

# of Institutions

Shares Held

1.72M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History