Western Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Western Wealth Management, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Western Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Western Wealth Management, LLC holds 107,920 shares of CTA stock, worth $2.94 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
107,920
Previous 35,556
203.52%
Holding current value
$2.94 Million
Previous $950,000
217.68%
% of portfolio
0.17%
Previous 0.06%
Shares
2 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