Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Peak Financial Advisors LLC holds 314,910 shares of CTA stock, worth $8.58 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares

314,910

Previous 284,850 10.55%

Holding current value

$8.58 Million

Previous $7.67 Million 6.77%

% of portfolio

5.16%

Previous 5.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$25.73 - $27.07 $773,443 - $813,724	30,060 Added 10.55%	314,910 $8.19 Million
Q2 2024 Jul 12, 2024	BUY	$25.27 - $28.23 $308,571 - $344,716	12,211 Added 4.48%	284,850 $7.67 Million
Q1 2024 Apr 12, 2024	BUY	$23.53 - $25.79 $1.22 Million - $1.33 Million	51,694 Added 23.4%	272,639 $6.8 Million
Q4 2023 Jan 10, 2024	BUY	$23.52 - $27.59 $223,392 - $262,049	9,498 Added 4.49%	220,945 $5.21 Million
Q3 2023 Oct 10, 2023	SELL	$24.98 - $27.64 $1.42 Million - $1.57 Million	-56,793 Reduced 21.17%	211,447 $5.83 Million
Q2 2023 Jul 10, 2023	SELL	$23.37 - $25.85 $16,989 - $18,792	-727 Reduced 0.27%	268,240 $6.84 Million
Q1 2023 Apr 18, 2023	BUY	$23.42 - $28.15 $37,448 - $45,011	1,599 Added 0.6%	268,967 $6.3 Million
Q4 2022 Jan 12, 2023	BUY	$26.01 - $30.06 $6.95 Million - $8.04 Million	267,368 New	267,368 $6.95 Billion

Others Institutions Holding CTA

# of Institutions

Shares Held

3.5M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History