A detailed history of Retirement Guys Formula LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Retirement Guys Formula LLC holds 62,461 shares of CTA stock, worth $1.7 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
62,461
Previous 51,277 21.81%
Holding current value
$1.7 Million
Previous $1.37 Million 27.43%
% of portfolio
0.65%
Previous 0.54%

Shares

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

Oct 21, 2025

BUY
$26.46 - $28.43 $295,928 - $317,961
11,184 Added 21.81%
62,461 $1.75 Million
Q2 2025

Jul 15, 2025

BUY
$26.61 - $29.9 $393,588 - $442,250
14,791 Added 40.54%
51,277 $1.37 Million
Q1 2025

Apr 23, 2025

BUY
$27.81 - $30.21 $695,861 - $755,914
25,022 Added 218.27%
36,486 $1.08 Million
Q4 2024

Jan 29, 2025

BUY
$25.8 - $28.97 $295,771 - $332,112
11,464 New
11,464 $319,000

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Retirement Guys Formula LLC Portfolio

Follow Retirement Guys Formula LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.