Global Wealth Strategies & Associates Simplify Exch Traded Fds Simpl Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 2025
A detailed history of Global Wealth Strategies & Associates transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 42,100 shares of CTA stock, worth $1.18 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
42,100
Previous 38,533
9.26%
Holding current value
$1.18 Million
Previous $1.07 Billion
15.96%
% of portfolio
0.38%
Previous 0.34%
Shares
2 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
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio