Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Fma Wealth Management, LLC

  • $138 Billion
  • Q3 2024

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 39,874 shares of CTA stock, worth $1.09 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
39,874
Previous 36,089 10.49%
Holding current value
$1.09 Million
Previous $972 Million 6.71%
% of portfolio
0.75%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$25.73 - $27.07 $97,388 - $102,459
3,785 Added 10.49%
39,874 $1.04 Billion
Q2 2024

Jul 18, 2024
BUY
$25.27 - $28.23 $184,369 - $205,966
7,296 Added 25.34%
36,089 $972 Million
Q1 2024

Apr 29, 2024
BUY
$23.53 - $25.79 $333,749 - $365,805
14,184 Added 97.09%
28,793 $718 Million
Q4 2023

Feb 09, 2024
BUY
$23.52 - $27.59 $343,603 - $403,062
14,609 New
14,609 $345 Million

Others Institutions Holding CTA

# of Institutions
75
Shares Held
3.5M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Fma Wealth Management, LLC Portfolio

Follow Fma Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email