Legacy Capital Group California, Inc. Simplify Exch Traded Fds Simpl Transaction History
Legacy Capital Group California, Inc.
- $328 Billion
- Q4 2024
A detailed history of Legacy Capital Group California, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 75,005 shares of CTA stock, worth $2.18 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
75,005
Previous 72,998
2.75%
Holding current value
$2.18 Million
Previous $1.9 Billion
10.22%
% of portfolio
0.64%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
6.93MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio