Wt Wealth Management Simplify Exch Traded Fds Simpl Transaction History
Wt Wealth Management
- $309 Million
- Q4 2024
A detailed history of Wt Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wt Wealth Management holds 16,562 shares of CTA stock, worth $486,425. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,562
Previous 11,720
41.31%
Holding current value
$486,425
Previous $304,000
51.64%
% of portfolio
0.15%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
8.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio