Beacon Capital Management, Inc. Simplify Exch Traded Fds Simpl Transaction History
Beacon Capital Management, Inc.
- $1.92 Billion
- Q3 2025
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 415,132 shares of CTA stock, worth $11.3 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
415,132
Previous 186,965
122.04%
Holding current value
$11.3 Million
Previous $5 Million
132.27%
% of portfolio
0.6%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
31.1MCall Options Held
0Put Options Held
0-
Cwm, LLC2.94MShares$80.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.89MShares$78.9 Million0.12% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Ae Wealth Management LLC978KShares$26.7 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio