Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History
Sharp Financial Services, LLC
- $132 Billion
- Q4 2024
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 39,000 shares of CTA stock, worth $1.12 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
39,000
Previous 45,175
13.67%
Holding current value
$1.12 Million
Previous $1.17 Billion
7.39%
% of portfolio
0.83%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
97Shares Held
5.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio