Great Valley Advisor Group, Inc. Simplify Exch Traded Fds Simpl Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 27,284 shares of CTA stock, worth $744,034. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,284
Previous 23,041
18.41%
Holding current value
$744,034
Previous $616,000
23.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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