Independence Wealth Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
A detailed history of Independence Wealth Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 890,051 shares of CTA stock, worth $24.3 Million. This represents 13.65% of its overall portfolio holdings.
Number of Shares
890,051Holding current value
$24.3 Million% of portfolio
13.65%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
29.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.89MShares$78.9 Million0.12% of portfolio
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Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
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Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio