Trajan Wealth LLC Simplify Exch Traded Fds Simpl Transaction History

Trajan Wealth LLC

$2.32 Trillion
Q3 2025

A detailed history of Trajan Wealth LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Trajan Wealth LLC holds 8,465 shares of CTA stock, worth $230,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,465

Holding current value

$230,840

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$26.46 - $28.43 $223,983 - $240,659	8,465 New	8,465 $237 Million

Others Institutions Holding CTA

# of Institutions

203

Shares Held

28.3M

Call Options Held

Put Options Held

Cwm, LLC

2.61M
Shares

$71.2 Million
0.22% of portfolio
Wealth Enhancement Advisory Services, LLC

2.3M
Shares

$62.7 Million
0.11% of portfolio
Boothe Investment Group, Inc. Dover, DE

1.57M
Shares

$42.9 Million
18.37% of portfolio
Bank Of America Corp Charlotte, NC

924K
Shares

$25.2 Million
0.0% of portfolio
Ae Wealth Management LLC

890K
Shares

$24.3 Million
0.18% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

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