WJ Wealth Management LLC Sells 43,980 Shares of Simplify U.S. Equity PLUS GBTC ETF $SPBC

WJ Wealth Management LLC reduced its stake in Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC) by 89.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,939 shares of the company’s stock after selling 43,980 shares during the quarter. WJ Wealth Management LLC’s holdings in Simplify U.S. Equity PLUS GBTC ETF were worth $221,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. ARQ Wealth Advisors LLC raised its holdings in Simplify U.S. Equity PLUS GBTC ETF by 11.5% in the 3rd quarter. ARQ Wealth Advisors LLC now owns 6,460 shares of the company’s stock worth $290,000 after purchasing an additional 664 shares during the period. NewEdge Advisors LLC raised its holdings in Simplify U.S. Equity PLUS GBTC ETF by 630.1% in the 3rd quarter. NewEdge Advisors LLC now owns 9,418 shares of the company’s stock worth $422,000 after purchasing an additional 8,128 shares during the period. Susquehanna International Group LLP bought a new stake in Simplify U.S. Equity PLUS GBTC ETF during the third quarter valued at about $1,044,000. Chicago Partners Investment Group LLC raised its holdings in Simplify U.S. Equity PLUS GBTC ETF by 53.7% during the third quarter. Chicago Partners Investment Group LLC now owns 28,910 shares of the company’s stock valued at $1,335,000 after acquiring an additional 10,096 shares during the period. Finally, Total Clarity Wealth Management Inc. raised its holdings in Simplify U.S. Equity PLUS GBTC ETF by 19.7% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 48,480 shares of the company’s stock valued at $2,168,000 after acquiring an additional 7,962 shares during the period. 31.71% of the stock is owned by institutional investors.

Simplify U.S. Equity PLUS GBTC ETF Stock Up 0.9%

NASDAQ:SPBC opened at $48.65 on Friday. The business’s 50-day simple moving average is $44.24 and its two-hundred day simple moving average is $44.57. The stock has a market cap of $45.24 million, a PE ratio of 128.03 and a beta of 1.22. Simplify U.S. Equity PLUS GBTC ETF has a 52 week low of $38.81 and a 52 week high of $48.72.

Simplify U.S. Equity PLUS GBTC ETF Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were issued a dividend of $0.10 per share. The ex-dividend date of this dividend was Thursday, March 26th. This represents a $0.40 dividend on an annualized basis and a yield of 0.8%. Simplify U.S. Equity PLUS GBTC ETF’s dividend payout ratio (DPR) is currently 105.26%.

Simplify U.S. Equity PLUS GBTC ETF Company Profile

SP Bancorp, Inc is a non-diversified savings and loan holding company for SharePlus Federal Bank (the Bank). The Bank is a federally chartered savings bank. The Bank provides financial services to individuals, families and businesses through its six banking offices. The Bank’s business consists primarily of taking deposits from the general public and investing those deposits, together with funds generated from operations and borrowings, in mortgage loans secured by residential real estate, home equity loans and lines of credit, commercial real estate loans, consumer loans (consisting primarily of automobile loans) and commercial business loans.