Great Diamond Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Great Diamond Partners, LLC
- $377 Million
- Q4 2024
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 12,349 shares of CTA stock, worth $362,690. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,349
Previous 12,349
-0.0%
Holding current value
$362,690
Previous $321,000
7.17%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
8.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio