Able Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Able Wealth Management LLC holds 117 shares of CTA stock, worth $3,077. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117Holding current value
$3,077% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
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Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
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Lpl Financial LLC Fort Mill, SC287KShares$7.55 Million0.0% of portfolio
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Peak Financial Advisors LLC285KShares$7.49 Million5.54% of portfolio
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Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.34 Million3.38% of portfolio