Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Sharp Financial Services, LLC

$199 Billion
Q4 2025

A detailed history of Sharp Financial Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sharp Financial Services, LLC holds 60,740 shares of CTA stock, worth $1.66 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

60,740

Previous 54,640 11.16%

Holding current value

$1.66 Million

Previous $1.53 Billion 8.34%

% of portfolio

0.83%

Previous 0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$26.88 - $29.21 $163,968 - $178,181	6,100 Added 11.16%	60,740 $1.66 Billion
Q3 2025 Oct 27, 2025	BUY	$26.46 - $28.43 $136,269 - $146,414	5,150 Added 10.41%	54,640 $1.53 Billion
Q2 2025 Jul 25, 2025	BUY	$26.61 - $29.9 $419,107 - $470,925	15,750 Added 46.68%	49,490 $1.32 Billion
Q1 2025 Apr 29, 2025	SELL	$27.81 - $30.21 $146,280 - $158,904	-5,260 Reduced 13.49%	33,740 $999 Million
Q4 2024 Jan 17, 2025	SELL	$25.8 - $28.97 $159,315 - $178,889	-6,175 Reduced 13.67%	39,000 $1.09 Billion

Q3 2024 Nov 04, 2024	BUY	$25.73 - $27.07 $86,838 - $91,361	3,375 Added 8.07%	45,175 $1.17 Billion
Q2 2024 Jul 15, 2024	BUY	$25.27 - $28.23 $1.06 Million - $1.18 Million	41,800 New	41,800 $1.13 Billion
Q1 2024 Aug 13, 2024	SELL	$23.53 - $25.79 $169,063 - $185,301	-7,185 Reduced 12.02%	52,600 $1.31 Billion
Q4 2023 Aug 13, 2024	BUY	$23.52 - $27.59 $423,007 - $496,206	17,985 Added 43.03%	59,785 $1.41 Billion

Others Institutions Holding CTA

# of Institutions

201

Shares Held

29.6M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History