A detailed history of Sharp Financial Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sharp Financial Services, LLC holds 41,800 shares of CTA stock, worth $1.14 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
41,800
Holding current value
$1.14 Million
% of portfolio
0.97%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$25.27 - $28.23 $1.06 Million - $1.18 Million
41,800 New
41,800 $1.13 Billion
Q1 2024

Aug 13, 2024

SELL
$23.53 - $25.79 $169,063 - $185,301
-7,185 Reduced 12.02%
52,600 $1.31 Billion
Q4 2023

Aug 13, 2024

BUY
$23.52 - $27.59 $423,007 - $496,206
17,985 Added 43.03%
59,785 $1.41 Billion

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


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

Track Sharp Financial Services, LLC Portfolio

Follow Sharp Financial Services, 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 Sharp Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sharp Financial Services, LLC with notifications on news.