Creative One Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Creative One Wealth, LLC holds 124,464 shares of CTA stock, worth $3.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

124,464

Previous 109,754 13.4%

Holding current value

$3.39 Million

Previous $2.93 Million 18.64%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$26.46 - $28.43 $389,226 - $418,205	14,710 Added 13.4%	124,464 $3.48 Million
Q2 2025 Aug 12, 2025	BUY	$26.61 - $29.9 $2.57 Million - $2.89 Million	96,528 Added 729.84%	109,754 $2.93 Million
Q1 2025 May 14, 2025	SELL	$27.81 - $30.21 $182,322 - $198,056	-6,556 Reduced 33.14%	13,226 $391,000
Q4 2024 Feb 13, 2025	SELL	$25.8 - $28.97 $570,438 - $640,526	-22,110 Reduced 52.78%	19,782 $551,000
Q3 2024 Nov 13, 2024	BUY	$25.73 - $27.07 $522,241 - $549,439	20,297 Added 93.99%	41,892 $1.09 Million

Q2 2024 Aug 14, 2024	BUY	$25.27 - $28.23 $219,444 - $245,149	8,684 Added 67.26%	21,595 $581,000
Q1 2024 May 14, 2024	BUY	$23.53 - $25.79 $303,795 - $332,974	12,911 New	12,911 $322,000

Others Institutions Holding CTA

# of Institutions

202

Shares Held

28.3M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Creative One Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History