Lpl Financial LLC Simplify Exch Traded Fds Simpl Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Lpl Financial LLC holds 420,341 shares of CTA stock, worth $12.3 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420,341
Previous 326,374
28.79%
Holding current value
$12.3 Million
Previous $8.49 Million
38.16%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
8.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.9 Million1.66% of portfolio