Iht Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Iht Wealth Management, LLC holds 23,661 shares of CTA stock, worth $645,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,661
Previous 23,720 0.25%
Holding current value
$645,235
Previous $634,000 4.26%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$26.46 - $28.43 $1,561 - $1,677
-59 Reduced 0.25%
23,661 $661,000
Q2 2025

Aug 14, 2025
BUY
$26.61 - $29.9 $121,022 - $135,985
4,548 Added 23.72%
23,720 $634,000
Q1 2025

May 15, 2025
SELL
$27.81 - $30.21 $2,530 - $2,749
-91 Reduced 0.47%
19,172 $567,000
Q4 2024

Feb 14, 2025
BUY
$25.8 - $28.97 $496,985 - $558,049
19,263 New
19,263 $537,000

Others Institutions Holding CTA

# of Institutions
202
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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