Integrated Wealth Concepts LLC Simplify Exch Traded Fds Simpl Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,083 shares of CTA stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,083
Previous 36,204 10.71%
Holding current value
$1.09 Million
Previous $968,000 15.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$26.46 - $28.43 $102,638 - $110,279
3,879 Added 10.71%
40,083 $1.12 Million
Q2 2025

Aug 14, 2025
BUY
$26.61 - $29.9 $80,096 - $89,999
3,010 Added 9.07%
36,204 $968,000
Q1 2025

May 15, 2025
BUY
$27.81 - $30.21 $434,086 - $471,547
15,609 Added 88.76%
33,194 $982,000
Q4 2024

Feb 14, 2025
BUY
$25.8 - $28.97 $453,693 - $509,437
17,585 New
17,585 $490,000

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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