Napa Wealth Management Simplify Exch Traded Fds Simpl Transaction History
Napa Wealth Management
- $211 Billion
- Q3 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 44,646 shares of CTA stock, worth $1.29 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
44,646Holding current value
$1.29 Million% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
100Shares Held
5.85MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.58 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio