Drive Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Drive Wealth Management, LLC holds 13,622 shares of CTA stock, worth $393,403. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,622Holding current value
$393,403% of portfolio
0.1%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