Great Diamond Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Great Diamond Partners, LLC
- $491 Million
- Q3 2025
A detailed history of Great Diamond Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Great Diamond Partners, LLC holds 12,118 shares of CTA stock, worth $330,457. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,118
Previous 12,118
-0.0%
Holding current value
$330,457
Previous $324,000
4.32%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
202Shares 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