Clear Creek Financial Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Clear Creek Financial Management, LLC
- $877 Million
- Q4 2024
A detailed history of Clear Creek Financial Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 331,621 shares of CTA stock, worth $9.58 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
331,621
Previous 331,465
0.05%
Holding current value
$9.58 Million
Previous $8.62 Million
7.31%
% of portfolio
1.05%
Previous 1.01%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
102Shares Held
5.87MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio
-
Peak Financial Advisors LLC325KShares$9.38 Million5.8% of portfolio