Envestnet Asset Management Inc Simplify Exch Traded Fds Simpl Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Envestnet Asset Management Inc holds 465,421 shares of CTA stock, worth $13.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465,421
Previous 361,155 28.87%
Holding current value
$13.7 Million
Previous $9.39 Million 38.23%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$25.8 - $28.97 $2.69 Million - $3.02 Million
104,266 Added 28.87%
465,421 $13 Million
Q3 2024

Nov 06, 2024
BUY
$25.73 - $27.07 $7.28 Million - $7.65 Million
282,746 Added 360.6%
361,155 $9.39 Million
Q2 2024

Aug 08, 2024
SELL
$25.27 - $28.23 $185,481 - $207,208
-7,340 Reduced 8.56%
78,409 $2.11 Million
Q1 2024

May 13, 2024
BUY
$23.53 - $25.79 $104,379 - $114,404
4,436 Added 5.46%
85,749 $2.14 Million
Q4 2023

Feb 13, 2024
SELL
$23.52 - $27.59 $1.71 Million - $2.01 Million
-72,750 Reduced 47.22%
81,313 $1.92 Million
Q3 2023

Nov 13, 2023
SELL
$24.98 - $27.64 $167,590 - $185,436
-6,709 Reduced 4.17%
154,063 $4.24 Million
Q2 2023

Aug 04, 2023
SELL
$23.37 - $25.85 $687,989 - $760,998
-29,439 Reduced 15.48%
160,772 $4.1 Million
Q1 2023

May 11, 2023
SELL
$23.42 - $28.15 $182,863 - $219,795
-7,808 Reduced 3.94%
190,211 $4.45 Million
Q4 2022

Feb 07, 2023
SELL
$26.01 - $30.06 $7.04 Million - $8.13 Million
-270,542 Reduced 57.74%
198,019 $5.15 Million
Q3 2022

Nov 10, 2022
BUY
$27.75 - $30.14 $12.1 Million - $13.1 Million
435,567 Added 1320.14%
468,561 $13.7 Million
Q2 2022

Aug 03, 2022
BUY
$24.15 - $27.44 $796,805 - $905,355
32,994 New
32,994 $905,000

Others Institutions Holding CTA

# of Institutions
108
Shares Held
8.05M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

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