Beacon Capital Management, Inc. Simplify Exch Traded Fds Simpl Transaction History
Beacon Capital Management, Inc.
- $2.23 Billion
- Q4 2024
A detailed history of Beacon Capital Management, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Beacon Capital Management, Inc. holds 186,965 shares of CTA stock, worth $5.56 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
186,965
Previous 186,625
0.18%
Holding current value
$5.56 Million
Previous $4.85 Million
7.46%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.5 Million0.0% of portfolio