Wealth Enhancement Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,384 shares of CTA stock, worth $308,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,384
Previous 12,001 13.47%
Holding current value
$308,093
Previous $334,000 13.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Mar 17, 2025
SELL
$25.8 - $28.97 $41,718 - $46,844
-1,617 Reduced 13.47%
10,384 $289,000
Q3 2024

Oct 23, 2024
BUY
$25.73 - $27.07 $44,461 - $46,776
1,728 Added 16.82%
12,001 $312,000
Q2 2024

Jul 16, 2024
SELL
$25.27 - $28.23 $1.44 Million - $1.61 Million
-56,885 Reduced 84.7%
10,273 $276,000
Q1 2024

Apr 15, 2024
BUY
$23.53 - $25.79 $1.58 Million - $1.73 Million
67,158 New
67,158 $1.68 Million
Q3 2023

Nov 13, 2023
BUY
$24.98 - $27.64 $767,660 - $849,404
30,731 New
30,731 $846,000

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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email