Beacon Capital Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Beacon Capital Management, LLC
- $599 Million
- Q3 2025
A detailed history of Beacon Capital Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Beacon Capital Management, LLC holds 496,936 shares of CTA stock, worth $13.6 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
496,936
Previous 743,247
33.14%
Holding current value
$13.6 Million
Previous $19.9 Million
30.06%
% of portfolio
2.32%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio