Continuum Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
A detailed history of Continuum Advisory, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Continuum Advisory, LLC holds 2,575 shares of CTA stock, worth $74,366. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,575
Previous 2,575
-0.0%
Holding current value
$74,366
Previous $69,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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
-
Clear Creek Financial Management, LLC332KShares$9.58 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio