Tria Gen Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Tria Gen Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 100,988 shares of CTA stock, worth $2.75 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
100,988Holding current value
$2.75 Million% of portfolio
0.8%Shares
1 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