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

Sharp Financial Services, LLC

  • $131 Billion
  • Q1 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 33,740 shares of CTA stock, worth $902,207. This represents 0.76% of its overall portfolio holdings.

Number of Shares
33,740
Previous 39,000 13.49%
Holding current value
$902,207
Previous $1.09 Billion 8.18%
% of portfolio
0.76%
Previous 0.83%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
170
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
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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