Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 120,210 shares of CTA stock, worth $3.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

120,210

Previous 61,867 94.3%

Holding current value

$3.38 Million

Previous $1.73 Million 105.04%

% of portfolio

0.1%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$27.81 - $30.21 $1.62 Million - $1.76 Million	58,343 Added 94.3%	120,210 $3.54 Million
Q4 2024 Jan 15, 2025	BUY	$25.8 - $28.97 $838,809 - $941,872	32,512 Added 110.75%	61,867 $1.73 Million
Q3 2024 Nov 04, 2024	BUY	$25.73 - $27.07 $333,512 - $350,881	12,962 Added 79.07%	29,355 $763,000
Q2 2024 Aug 09, 2024	BUY	$25.27 - $28.23 $50,287 - $56,177	1,990 Added 13.82%	16,393 $441,000
Q1 2024 Apr 15, 2024	BUY	$23.53 - $25.79 $50,965 - $55,861	2,166 Added 17.7%	14,403 $359,000
Q4 2023 Feb 06, 2024	BUY	$23.52 - $27.59 $85,118 - $99,848	3,619 Added 41.99%	12,237 $288,000
Q3 2023 Oct 12, 2023	SELL	$24.98 - $27.64 $374 - $414	-15 Reduced 0.17%	8,618 $237,000
Q2 2023 Jul 17, 2023	BUY	$23.37 - $25.85 $201,753 - $223,163	8,633 New	8,633 $220,000

Others Institutions Holding CTA

# of Institutions

121

Shares Held

9.39M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History