WP
SPBC icon

WealthPLAN Partners’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

WealthPLAN Partners’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,795
Closed -$1.02M – 1040
2023
Q2 		$1.02M Sell
40,795
-20,691
-34% -$480K 0.14% 135
2023
Q1 		$1.4M Sell
61,486
-34,653
-36% -$761K 0.16% 125
2022
Q4 		$2.16M Buy
+96,139
New +$1.96M 0.15% 115
2022
Q1 		$1.2M Buy
+50,296
New +$1.3M 0.08% 158

Other funds holding SPBC

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return