SFG Wealth Management, LLC.
Position in SPBC — Simplify US Equity PLUS Bitcoin Strategy ETF
CIK 1908914
TOWSON, MD
All Filings in SPBC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 SPBC | $3,735,500 | 102,878 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SPBC | $8,780,582 | 227,329 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 SPBC | $8,116,638 | 223,279 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 SPBC | $7,173,014 | 207,793 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 SPBC | $6,022,969 | 178,089 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 SPBC | $1,254,360 | 44,121 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||