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 $4.35 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
147,872
Previous 104,266 41.82%
Holding current value
$4.35 Million
Previous $2.71 Million 52.18%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 06, 2025
BUY
$25.8 - $28.97 $1.13 Million - $1.26 Million
43,606 Added 41.82%
147,872 $4.12 Million
Q3 2024

Nov 14, 2024
BUY
$25.73 - $27.07 $1.59 Million - $1.67 Million
61,610 Added 144.43%
104,266 $2.71 Million
Q2 2024

Aug 08, 2024
BUY
$25.27 - $28.23 $1.08 Million - $1.2 Million
42,656 New
42,656 $1.15 Million
Q2 2023

Aug 14, 2023
BUY
$23.37 - $25.85 $4,627 - $5,118
198 New
198 $5,000

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email