Golden State Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 376 shares of CTA stock, worth $10,253. This represents 0.0% of its overall portfolio holdings.
Number of Shares
376
Previous 376
-0.0%
Holding current value
$10,253
Previous $10.1 Million
4.74%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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