SFG Wealth Management, LLC. SPBC Holdings History
SFG Wealth Management, LLC.'s Simplify US Equity PLUS GBTC ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 102,878.00 shares of Simplify US Equity PLUS GBTC ETF(SPBC), totaling $3.74 Mil. This investment constitutes 1.82% of their stock portfolio, and SFG Wealth Management, LLC. now holds 13.72% of the outstanding Simplify US Equity PLUS GBTC ETF(SPBC) stock.
The initial trade took place in 2023Q4. And since then SFG Wealth Management, LLC. has made 5 purchases of SPBC, at an average price of $30.76, for a total of 227,329.00 shares. In addition, there have been 1 sales at an average price of $38.75 for 124,451.00 shares. Based on historical transaction data and SPBC's current price of $42.38, SFG Wealth Management, LLC.'s estimated gain on his SPBC holdings is $2.19 Mil, reflecting a 31.31% gain to date.
SFG Wealth Management, LLC. SPBC ($42.38) Holding Chart
SFG Wealth Management, LLC. SPBC ($42.38) 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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