Beacon Capital Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Beacon Capital Management, LLC
- $625 Million
- Q4 2024
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 371,017 shares of CTA stock, worth $10.7 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
371,017Holding current value
$10.7 Million% of portfolio
1.66%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
101Shares Held
6.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.53 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.38 Million0.0% of portfolio