Delta Investment Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Delta Investment Management, LLC
- $427 Million
- Q3 2025
A detailed history of Delta Investment Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Delta Investment Management, LLC holds 54,075 shares of CTA stock, worth $1.47 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
54,075
Previous 35,302
53.18%
Holding current value
$1.47 Million
Previous $943,000
60.34%
% of portfolio
0.35%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
31MCall Options Held
0Put Options Held
0-
Cwm, LLC2.94MShares$80.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.89MShares$78.9 Million0.12% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Ae Wealth Management LLC978KShares$26.7 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio