Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 60,869 shares of CTA stock, worth $1.77 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
60,869
Previous 47,809 27.32%
Holding current value
$1.77 Million
Previous $1.24 Million 36.52%
% of portfolio
0.93%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.8 - $28.97 $336,948 - $378,348
13,060 Added 27.32%
60,869 $1.7 Million
Q3 2024

Oct 31, 2024
SELL
$25.73 - $27.07 $84,008 - $88,383
-3,265 Reduced 6.39%
47,809 $1.24 Million
Q2 2024

Jul 19, 2024
BUY
$25.27 - $28.23 $1.29 Million - $1.44 Million
51,074 New
51,074 $1.37 Million

Others Institutions Holding CTA

# of Institutions
108
Shares Held
7.19M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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