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

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

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 2,892,787 shares of CTA stock, worth $78.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,892,787
Previous 2,300,749 25.73%
Holding current value
$78.9 Million
Previous $64.4 Million 22.59%
% of portfolio
0.12%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$26.88 - $29.21 $15.9 Million - $17.3 Million
592,038 Added 25.73%
2,892,787 $78.9 Million
Q3 2025

Oct 29, 2025
BUY
$26.46 - $28.43 $58.6 Million - $63 Million
2,216,173 Added 2620.33%
2,300,749 $64.4 Million
Q2 2025

Jul 10, 2025
BUY
$26.61 - $29.9 $1.36 Million - $1.52 Million
50,935 Added 151.41%
84,576 $2.26 Million
Q1 2025

Apr 16, 2025
BUY
$27.81 - $30.21 $646,777 - $702,593
23,257 Added 223.97%
33,641 $990,000
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
201
Shares Held
29.4M
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
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