Authentikos Wealth Advisory, LLC SPD Holdings History
Authentikos Wealth Advisory, LLC's Simplify US Equity PLUS Downside Convexity ETF Holding Summary
As of 2025-03-31, Authentikos Wealth Advisory, LLC held 218,804.00 shares of Simplify US Equity PLUS Downside Convexity ETF(SPD), totaling $6.77 Mil. This investment constitutes 5.7% of their stock portfolio, and Authentikos Wealth Advisory, LLC now holds 10.52% of the outstanding Simplify US Equity PLUS Downside Convexity ETF(SPD) stock.
The initial trade took place in 2024Q3. And since then Authentikos Wealth Advisory, LLC has made 2 purchases of SPD, at an average price of $33.21, for a total of 218,925.00 shares. In addition, there have been 1 sales at an average price of $34.12 for 121.00 shares. Based on historical transaction data and SPD's current price of $37.79, Authentikos Wealth Advisory, LLC's estimated gain on his SPD holdings is $1.00 Mil, reflecting a 13.80% gain to date.
Authentikos Wealth Advisory, LLC SPD ($37.79) Holding Chart
Authentikos Wealth Advisory, LLC SPD ($37.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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