Legacy Capital Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 18,643 shares of CTA stock, worth $544,375. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,643
Previous 19,228 3.04%
Holding current value
$544,375
Previous $499,000 4.01%
% of portfolio
0.12%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$25.8 - $28.97 $15,093 - $16,947
-585 Reduced 3.04%
18,643 $519,000
Q3 2024

Nov 04, 2024
BUY
$25.73 - $27.07 $494,736 - $520,501
19,228 New
19,228 $499,000

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
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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