Magnolia Private Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History

Magnolia Private Wealth, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 64,268 shares of CTA stock, worth $1.75 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
64,268
Previous 72,135 10.91%
Holding current value
$1.75 Million
Previous $1.93 Billion 6.81%
% of portfolio
1.32%
Previous 1.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$26.46 - $28.43 $208,160 - $223,658
-7,867 Reduced 10.91%
64,268 $1.8 Billion
Q2 2025

Jul 18, 2025
BUY
$26.61 - $29.9 $1.22 Million - $1.37 Million
45,699 Added 172.87%
72,135 $1.93 Billion
Q1 2025

Apr 15, 2025
BUY
$27.81 - $30.21 $380,468 - $413,303
13,681 Added 107.26%
26,436 $783 Million
Q4 2024

Feb 04, 2025
BUY
$25.8 - $28.97 $329,079 - $369,512
12,755 New
12,755 $356 Million

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.3M
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
Track This Portfolio

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnolia Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email