Revisor Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Revisor Wealth Management LLC
- $225 Billion
- Q1 2025
A detailed history of Revisor Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Revisor Wealth Management LLC holds 8,593 shares of CTA stock, worth $241,119. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,593Holding current value
$241,119% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
142Shares Held
12.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
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Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
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Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio