Encompass More Asset Management Simplify Exch Traded Fds Simpl Transaction History
Encompass More Asset Management
- $410 Million
- Q3 2025
A detailed history of Encompass More Asset Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Encompass More Asset Management holds 59,832 shares of CTA stock, worth $1.63 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
59,832
Previous 72,434
17.4%
Holding current value
$1.63 Million
Previous $1.94 Million
13.58%
% of portfolio
0.41%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
203Shares 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