Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fma Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Fma Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fma Wealth Management, LLC holds 39,987 shares of CTA stock, worth $1.15 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
39,987
Previous 39,874
0.28%
Holding current value
$1.15 Million
Previous $1.04 Billion
7.57%
% of portfolio
0.83%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.5 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.4 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.1 Million0.0% of portfolio