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%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
75Shares Held
3.5MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$13.3 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.03 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.9 Million5.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.82 Million0.0% of portfolio
-
Beacon Capital Management, Inc.187KShares$5.09 Million0.21% of portfolio