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

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

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 19,256 shares of CTA stock, worth $548,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,256
Previous 19,649 2.0%
Holding current value
$548,796
Previous $528,000 5.3%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
105
Shares Held
6.73M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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