Ifp Advisors, Inc Simplify Exch Trad Fds Us Eq P Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ifp Advisors, Inc holds 147 shares of SPD stock, worth $4,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares

147

Previous 146 0.68%

Holding current value

$4,906

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$33.07 - $35.18 $33 - $35	1 Added 0.68%	147 $4,000
Q3 2024 Feb 04, 2025	SELL	$31.14 - $33.49 $4,515 - $4,856	-145 Reduced 49.83%	146 $4,000
Q2 2024 Jul 30, 2024	SELL	$29.76 - $32.69 $20,117 - $22,098	-676 Reduced 69.91%	291 $9,000
Q1 2024 Jul 30, 2024	SELL	$28.3 - $31.48 $40,327 - $44,859	-1,425 Reduced 59.57%	967 $30,000
Q4 2023 Jan 09, 2024	SELL	$25.37 - $28.91 $89,074 - $101,503	-3,511 Reduced 59.48%	2,392 $68,000
Q3 2023 Oct 12, 2023	SELL	$26.22 - $28.11 $7,158 - $7,674	-273 Reduced 4.42%	5,903 $154,000
Q2 2023 Aug 04, 2023	SELL	$25.32 - $27.45 $2.83 Million - $3.07 Million	-111,895 Reduced 94.77%	6,176 $168,000
Q1 2023 Apr 18, 2023	SELL	$24.02 - $26.27 $3.27 Million - $3.57 Million	-136,048 Reduced 53.54%	118,071 $3.02 Million
Q4 2022 Feb 07, 2023	SELL	$23.9 - $26.17 $253,053 - $277,087	-10,588 Reduced 4.0%	254,119 $6.31 Million
Q3 2022 Nov 08, 2022	BUY	$26.16 - $28.86 $3.01 Million - $3.32 Million	115,120 Added 76.96%	264,707 $6.57 Million
Q2 2022 Sep 06, 2022	BUY	$26.34 - $31.45 $3.94 Million - $4.7 Million	149,448 Added 107516.55%	149,587 $3.71 Million
Q2 2022 Aug 12, 2022	SELL	$26.34 - $31.45 $3.94 Million - $4.7 Million	-149,448 Reduced 99.91%	139 $3,000
Q1 2022 Sep 06, 2022	BUY	$29.63 - $33.3 $3.3 Million - $3.71 Million	111,512 Added 292.87%	149,587 $0
Q1 2022 Aug 08, 2022	BUY	$29.63 - $33.3 $313,159 - $351,947	10,569 Added 38.42%	38,075 $0
Q4 2021 Jan 12, 2022	BUY	$30.18 - $33.42 $242,224 - $268,228	8,026 Added 41.2%	27,506 $915,000
Q3 2021 Oct 06, 2021	BUY	$30.02 - $32.03 $199,843 - $213,223	6,657 Added 51.91%	19,480 $593,000
Q2 2021 Jul 13, 2021	BUY	$28.48 - $30.39 $39,017 - $41,634	1,370 Added 11.96%	12,823 $387,000
Q1 2021 Apr 30, 2021	SELL	$26.53 - $28.31 $438,434 - $467,851	-16,526 Reduced 59.07%	11,453 $323,000
Q4 2020 Jan 25, 2021	BUY	$23.68 - $26.9 $662,542 - $752,635	27,979 New	27,979 $750,000

Others Institutions Holding SPD

# of Institutions

Shares Held

3.21M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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