Philip James Wealth Mangement, LLC Simplify Exch Traded Fds Simpl Transaction History

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 207,438 shares of CTA stock, worth $5.61 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
207,438
Previous 199,067 4.21%
Holding current value
$5.61 Million
Previous $5.89 Billion 5.86%
% of portfolio
0.71%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$26.61 - $29.9 $222,752 - $250,292
8,371 Added 4.21%
207,438 $5.55 Billion
Q1 2025

Apr 24, 2025
BUY
$27.81 - $30.21 $1.03 Million - $1.12 Million
36,960 Added 22.8%
199,067 $5.89 Billion
Q4 2024

Jan 31, 2025
BUY
$25.8 - $28.97 $4.18 Million - $4.7 Million
162,107 New
162,107 $4.52 Billion

Others Institutions Holding CTA

# of Institutions
184
Shares Held
23.2M
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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