Cwm, LLC Simplify Exch Traded Fds Simpl Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
A detailed history of Cwm, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Cwm, LLC holds 11,756 shares of CTA stock, worth $320,351. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,756
Previous 7,640
53.87%
Holding current value
$320,351
Previous $206,000
48.54%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
75Shares Held
3.5MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$13.3 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.03 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.9 Million5.85% of portfolio
-
Peak Financial Advisors LLC315KShares$8.58 Million5.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.82 Million0.0% of portfolio