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

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 351,711 shares of CTA stock, worth $9.59 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
351,711
Previous 642,421 45.25%
Holding current value
$9.59 Million
Previous $17.2 Million 42.73%
% of portfolio
1.72%
Previous 3.43%

Shares

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

Oct 23, 2025
SELL
$26.46 - $28.43 $7.69 Million - $8.26 Million
-290,710 Reduced 45.25%
351,711 $9.84 Million
Q2 2025

Aug 01, 2025
BUY
$26.61 - $29.9 $2.7 Million - $3.03 Million
101,486 Added 18.76%
642,421 $17.2 Million
Q1 2025

May 08, 2025
BUY
$27.81 - $30.21 $10 Million - $10.9 Million
360,001 Added 198.97%
540,935 $16 Million
Q4 2024

Jan 31, 2025
BUY
$25.8 - $28.97 $4.67 Million - $5.24 Million
180,934 New
180,934 $5.05 Million

Others Institutions Holding CTA

# of Institutions
202
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
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