Deane Retirement Strategies, Inc. Simplify Exch Traded Fds Simpl Transaction History
Deane Retirement Strategies, Inc.
- $195 Million
- Q4 2024
A detailed history of Deane Retirement Strategies, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Deane Retirement Strategies, Inc. holds 416 shares of CTA stock, worth $12,014. This represents 0.01% of its overall portfolio holdings.
Number of Shares
416
Previous 416
-0.0%
Holding current value
$12,014
Previous $10,000
10.0%
% of portfolio
0.01%
Previous 0.0%
Shares
3 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