Fiscal Wisdom Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 7,260 shares of CTA stock, worth $197,980. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,260Holding current value
$197,980% of portfolio
0.19%Shares
1 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