Resources Investment Advisors, Llc. Simplify Exch Traded Fds Simpl Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 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 85,514 shares of CTA stock, worth $2.47 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
85,514
Previous 56,353
51.75%
Holding current value
$2.47 Million
Previous $1.52 Million
46.54%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
102Shares Held
5.87MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.58 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.43 Million0.0% of portfolio