Retirement Guys Formula LLC Simplify Exch Traded Fds Simpl Transaction History
Retirement Guys Formula LLC
- $270 Million
- Q3 2025
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
Others Institutions Holding CTA
# of Institutions
202Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio