Envestnet Asset Management Inc Simplify Exch Trad Fds Simplif Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	BUY	$32.08 - $41.44 $1.57 Million - $2.03 Million	48,886 New	48,886 $2.03 Million
Q4 2024 Feb 12, 2025	BUY	$35.88 - $40.8 $763,454 - $868,142	21,278 Added 165.74%	34,116 $1.32 Million
Q3 2024 Nov 06, 2024	SELL	$32.36 - $36.39 $21,681 - $24,381	-670 Reduced 4.96%	12,838 $466,000
Q2 2024 Aug 08, 2024	BUY	$31.42 - $34.9 $17,877 - $19,858	569 Added 4.4%	13,508 $466,000
Q1 2024 May 13, 2024	BUY	$28.18 - $33.82 $44,101 - $52,928	1,565 Added 13.76%	12,939 $437,000

Q4 2023 Feb 13, 2024	BUY	$23.65 - $28.88 $268,995 - $328,481	11,374 New	11,374 $323,000
Q2 2023 Aug 04, 2023	BUY	$22.34 - $25.0 $1.67 Million - $1.87 Million	74,750 New	74,750 $1.87 Million

Others Institutions Holding SPBC

# of Institutions

22

Shares Held

1.43M

Call Options Held

0

Put Options Held

0

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