Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fma Wealth Management, LLC
- $130 Billion
- Q1 2025
A detailed history of Fma Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fma Wealth Management, LLC holds 39,987 shares of CTA stock, worth $1.12 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
39,987
Previous 39,987
-0.0%
Holding current value
$1.12 Million
Previous $1.12 Billion
3.01%
% of portfolio
0.88%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
123Shares Held
10.3MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.3 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio