LifeWealth Investments, LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 2033794
WINTER GARDEN, FL
All Filings in SPD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $323,829 | 8,904 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SPD | $430,957 | 10,977 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SPD | $466,731 | 11,813 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 SPD | $428,022 | 11,259 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||