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 $1.24 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
44,646Holding current value
$1.24 Million% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.3 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.1 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$10 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.18 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.05 Million5.85% of portfolio