Assetmark, Inc Simplify Exch Traded Fds Simpl Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Assetmark, Inc holds 563,943 shares of CTA stock, worth $15.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

563,943

Holding current value

$15.4 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$26.88 - $29.21 $15.2 Million - $16.5 Million	563,943 New	563,943 $15.4 Million

Others Institutions Holding CTA

# of Institutions

200

Shares Held

29.4M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

2.89M
Shares

$78.9 Million
0.12% of portfolio
Cwm, LLC

2.61M
Shares

$71.2 Million
0.22% of portfolio
Boothe Investment Group, Inc. Dover, DE

1.57M
Shares

$42.9 Million
18.37% of portfolio
Bank Of America Corp Charlotte, NC

924K
Shares

$25.2 Million
0.0% of portfolio
Ae Wealth Management LLC

890K
Shares

$24.3 Million
0.18% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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