Kestra Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 47,074 shares of CTA stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,074
Previous 36,935
27.45%
Holding current value
$1.28 Million
Previous $987,000
33.33%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding CTA
# of Institutions
202Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio