Belpointe Asset Management LLC Simplify Exch Traded Fds Simpl Transaction History
Belpointe Asset Management LLC
- $2.32 Billion
- Q3 2025
A detailed history of Belpointe Asset Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Belpointe Asset Management LLC holds 190,494 shares of CTA stock, worth $5.19 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
190,494
Previous 199,895
4.7%
Holding current value
$5.19 Million
Previous $5.35 Million
0.32%
% of portfolio
0.23%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
29.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.89MShares$78.9 Million0.12% of portfolio
-
Cwm, LLC2.61MShares$71.2 Million0.22% 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