Kwb Wealth Simplify Exch Traded Fds Simpl Transaction History

Kwb Wealth

  • $891 Million
  • Q4 2025

A detailed history of Kwb Wealth transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kwb Wealth holds 11,079 shares of CTA stock, worth $302,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,079
Previous 108,272 89.77%
Holding current value
$302,124
Previous $3.03 Million 90.03%
% of portfolio
0.03%
Previous 0.34%

Shares

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

Jan 12, 2026
SELL
$26.88 - $29.21 $2.61 Million - $2.84 Million
-97,193 Reduced 89.77%
11,079 $302,000
Q3 2025

Oct 07, 2025
BUY
$26.46 - $28.43 $868,099 - $932,731
32,808 Added 43.48%
108,272 $3.03 Million
Q2 2025

Jul 16, 2025
BUY
$26.61 - $29.9 $2.01 Million - $2.26 Million
75,464 New
75,464 $2.02 Million

Others Institutions Holding CTA

# of Institutions
203
Shares Held
29.6M
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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