Resources Investment Advisors, Llc. Simplify Exch Traded Fds Simpl Transaction History
Resources Investment Advisors, Llc.
- $8.28 Billion
- Q4 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 92,345 shares of CTA stock, worth $2.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
92,345
Previous 85,514
7.99%
Holding current value
$2.7 Million
Previous $2.22 Million
15.83%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.8 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.3 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.2 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio