Ifp Advisors, Inc Simplify Exch Traded Fds Simpl Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,775 shares of CTA stock, worth $109,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,775
Previous 3,266
15.58%
Holding current value
$109,022
Previous $81,000
24.69%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
102Shares Held
5.87MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.58 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio