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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 284,816 shares of SPD stock, worth $9.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

284,816

Holding current value

$9.7 Million

% of portfolio

0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$33.07 - $35.18 $9.42 Million - $10 Million	284,816 New	284,816 $9.5 Million
Q2 2024 Aug 09, 2024	SELL	$29.76 - $32.69 $55,056 - $60,476	-1,850 Reduced 0.47%	388,428 $12.6 Million
Q1 2024 May 14, 2024	BUY	$28.3 - $31.48 $1.18 Million - $1.31 Million	41,682 Added 11.96%	390,278 $12.1 Million
Q4 2023 Feb 06, 2024	SELL	$25.37 - $28.91 $3.44 Million - $3.92 Million	-135,616 Reduced 28.01%	348,596 $10 Million
Q3 2023 Nov 14, 2023	BUY	$26.22 - $28.11 $7.37 Million - $7.9 Million	281,027 Added 138.31%	484,212 $12.7 Million
Q2 2023 Aug 08, 2023	BUY	$25.32 - $27.45 $5.14 Million - $5.58 Million	203,185 New	203,185 $5.55 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

3.22M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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