Avantax Advisory Services, Inc. Simplify Exch Traded Fds Simpl Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,769 shares of CTA stock, worth $784,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,769

Previous 26,903 6.94%

Holding current value

$784,530

Previous $796,000 3.39%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$26.61 - $29.9 $49,654 - $55,793	1,866 Added 6.94%	28,769 $769,000
Q1 2025 May 06, 2025	BUY	$27.81 - $30.21 $144,445 - $156,910	5,194 Added 23.93%	26,903 $796,000
Q4 2024 Feb 07, 2025	BUY	$25.8 - $28.97 $63,287 - $71,063	2,453 Added 12.74%	21,709 $605,000
Q3 2024 Nov 13, 2024	SELL	$25.73 - $27.07 $10,111 - $10,638	-393 Reduced 2.0%	19,256 $500,000
Q2 2024 Aug 09, 2024	SELL	$25.27 - $28.23 $121,649 - $135,899	-4,814 Reduced 19.68%	19,649 $528,000

Q1 2024 May 08, 2024	SELL	$23.53 - $25.79 $288,430 - $316,133	-12,258 Reduced 33.38%	24,463 $610,000
Q4 2023 Feb 07, 2024	BUY	$23.52 - $27.59 $331,679 - $389,074	14,102 Added 62.35%	36,721 $866,000
Q3 2023 Nov 07, 2023	BUY	$24.98 - $27.64 $565,022 - $625,189	22,619 New	22,619 $623,000

Others Institutions Holding CTA

# of Institutions

201

Shares Held

30M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Simplify Exch Traded Fds Simpl Transaction History