Steward Partners Investment Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 147,872 shares of CTA stock, worth $4.15 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
147,872
Previous 104,266
41.82%
Holding current value
$4.15 Million
Previous $2.71 Million
52.18%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
122Shares Held
9.78MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.3 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio