New Edge Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, New Edge Advisors, LLC holds 554 shares of CTA stock, worth $15,107. This represents 0.0% of its overall portfolio holdings.
Number of Shares
554
Previous 439
26.2%
Holding current value
$15,107
Previous $11,000
36.36%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
202Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio