Napa Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025

A detailed history of Napa Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Napa Wealth Management holds 263,528 shares of CTA stock, worth $7.31 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
263,528
Previous 282,306 6.65%
Holding current value
$7.31 Million
Previous $8.36 Billion 15.67%
% of portfolio
3.37%
Previous 4.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$26.61 - $29.9 $499,682 - $561,462
-18,778 Reduced 6.65%
263,528 $7.05 Billion
Q1 2025

May 14, 2025
BUY
$27.81 - $30.21 $6.81 Million - $7.4 Million
244,939 Added 655.5%
282,306 $8.36 Billion
Q4 2024

Feb 14, 2025
SELL
$25.8 - $28.97 $187,798 - $210,872
-7,279 Reduced 16.3%
37,367 $1.04 Billion
Q3 2024

Nov 07, 2024
BUY
$25.73 - $27.07 $1.15 Million - $1.21 Million
44,646 New
44,646 $1.16 Billion

Others Institutions Holding CTA

# of Institutions
197
Shares Held
24.1M
Call Options Held
36.9K
Put Options Held
15.6K
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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