Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Ae Wealth Management LLC holds 661,268 shares of CTA stock, worth $19.4 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
661,268
Previous 95,943
589.23%
Holding current value
$19.4 Million
Previous $2.49 Million
639.45%
% of portfolio
0.18%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
8.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio
-
Beacon Capital Management, LLC371KShares$10.9 Million1.66% of portfolio