Aj Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 18,977 shares of CTA stock, worth $548,055. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,977
Previous 18,977
-0.0%
Holding current value
$548,055
Previous $444,000
8.78%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
102Shares Held
5.87MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.58 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio