Napa Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

A detailed history of Napa Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Napa Wealth Management holds 37,367 shares of CTA stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
37,367
Previous 44,646 16.3%
Holding current value
$1.1 Million
Previous $1.16 Billion 10.22%
% of portfolio
0.45%
Previous 0.55%

Shares

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

Feb 14, 2025
SELL
$25.8 - $28.97 $187,798 - $210,872
-7,279 Reduced 16.3%
37,367 $1.04 Billion
Q3 2024

Nov 07, 2024
BUY
$25.73 - $27.07 $1.15 Million - $1.21 Million
44,646 New
44,646 $1.16 Billion

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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