Longview Financial Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History
Longview Financial Advisors, Inc.
- $105 Billion
- Q3 2024
A detailed history of Longview Financial Advisors, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 156,321 shares of CTA stock, worth $4.26 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
156,321
Previous 164,902
5.2%
Holding current value
$4.26 Million
Previous $4.44 Billion
16.89%
% of portfolio
3.51%
Previous 3.38%
Shares
7 transactions
Others Institutions Holding CTA
# of Institutions
75Shares Held
3.5MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$13.3 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.03 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.9 Million5.85% of portfolio
-
Peak Financial Advisors LLC315KShares$8.58 Million5.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.82 Million0.0% of portfolio