Austin Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Austin Wealth Management, LLC
- $637 Billion
- Q3 2025
A detailed history of Austin Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Austin Wealth Management, LLC holds 100,729 shares of CTA stock, worth $2.75 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
100,729
Previous 84,380
19.38%
Holding current value
$2.75 Million
Previous $2.32 Billion
22.59%
% of portfolio
0.45%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio