Elevated Capital Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
Elevated Capital Advisors, LLC
- $338 Million
- Q3 2025
A detailed history of Elevated Capital Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 277,459 shares of CTA stock, worth $7.57 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
277,459
Previous 192,050
44.47%
Holding current value
$7.57 Million
Previous $5.14 Million
51.12%
% of portfolio
2.3%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
202Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio