Commonwealth Equity Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 19,171 shares of CTA stock, worth $522,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,171
Previous 7,534 154.46%
Holding current value
$522,793
Previous $201,000 166.67%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$26.46 - $28.43 $307,915 - $330,839
11,637 Added 154.46%
19,171 $536,000
Q2 2025

Aug 06, 2025
SELL
$26.61 - $29.9 $251,943 - $283,093
-9,468 Reduced 55.69%
7,534 $201,000
Q1 2025

May 09, 2025
BUY
$27.81 - $30.21 $26,169 - $28,427
941 Added 5.86%
17,002 $503,000
Q4 2024

Feb 10, 2025
BUY
$25.8 - $28.97 $33,101 - $37,168
1,283 Added 8.68%
16,061 $448,000
Q3 2024

Oct 18, 2024
SELL
$25.73 - $27.07 $226,629 - $238,432
-8,808 Reduced 37.34%
14,778 $384,000
Q2 2024

Jul 31, 2024
BUY
$25.27 - $28.23 $383,118 - $427,995
15,161 Added 179.95%
23,586 $635,000
Q1 2024

Apr 29, 2024
SELL
$23.53 - $25.79 $4,776 - $5,235
-203 Reduced 2.35%
8,425 $210,000
Q4 2023

Feb 06, 2024
SELL
$23.52 - $27.59 $4,986 - $5,849
-212 Reduced 2.4%
8,628 $204,000
Q3 2023

Oct 23, 2023
SELL
$24.98 - $27.64 $103,192 - $114,180
-4,131 Reduced 31.85%
8,840 $244,000
Q2 2023

Aug 10, 2023
SELL
$23.37 - $25.85 $35,662 - $39,447
-1,526 Reduced 10.53%
12,971 $331,000
Q1 2023

May 11, 2023
BUY
$23.42 - $28.15 $154,080 - $185,198
6,579 Added 83.09%
14,497 $339,000
Q4 2022

Feb 07, 2023
BUY
$26.01 - $30.06 $205,947 - $238,015
7,918 New
7,918 $205,000

Others Institutions Holding CTA

# of Institutions
202
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

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