Insight Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 38,296 shares of CTA stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
38,296
Previous 30,603 25.14%
Holding current value
$1.04 Million
Previous $855,000 22.11%
% of portfolio
0.13%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 02, 2026
BUY
$26.88 - $29.21 $206,787 - $224,712
7,693 Added 25.14%
38,296 $1.04 Million
Q3 2025

Oct 06, 2025
BUY
$26.46 - $28.43 $463,155 - $497,638
17,504 Added 133.63%
30,603 $855,000
Q2 2025

Jul 07, 2025
BUY
$26.61 - $29.9 $348,564 - $391,660
13,099 New
13,099 $350,000

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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