Simplicity Wealth,Llc First Tr Exchange Traded Fd Ii Transaction History

Simplicity Wealth,Llc

$1.5 Billion
Q4 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,484 shares of MARB stock, worth $299,673. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,484

Previous 10,578 36.93%

Holding current value

$299,673

Previous $214,000 39.72%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$20.21 - $20.69 $78,940 - $80,815	3,906 Added 36.93%	14,484 $299,000
Q3 2025 Oct 30, 2025	SELL	$20.1 - $20.8 $710,374 - $735,113	-35,342 Reduced 76.96%	10,578 $214,000
Q2 2025 Jul 22, 2025	BUY	$19.67 - $20.44 $472,591 - $491,091	24,026 Added 109.74%	45,920 $938,000
Q1 2025 Apr 14, 2025	BUY	$19.75 - $20.03 $432,406 - $438,536	21,894 New	21,894 $434,000
Q3 2024 Oct 09, 2024	SELL	$19.66 - $20.13 $6,409 - $6,562	-326 Reduced 2.86%	11,079 $219,000

Q2 2024 Jul 10, 2024	SELL	$19.48 - $19.83 $313,569 - $319,203	-16,097 Reduced 58.53%	11,405 $223,000
Q1 2024 Apr 24, 2024	BUY	$19.67 - $20.14 $540,964 - $553,890	27,502 New	27,502 $544,000

Others Institutions Holding MARB

# of Institutions

Shares Held

1.4M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker MARB
Sector ETFs
Industry ETFs

More about MARB

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Simplicity Wealth,Llc First Tr Exchange Traded Fd Ii Transaction History