Wealthgarden F.S. LLC Simplify Exch Traded Fds Simpl Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

A detailed history of Wealthgarden F.S. LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 30,011 shares of CTA stock, worth $840,908. This represents 0.05% of its overall portfolio holdings.

Number of Shares

30,011

Holding current value

$840,908

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$25.73 - $27.07 $772,183 - $812,397	30,011 New	30,011 $780 Million

Others Institutions Holding CTA

# of Institutions

Shares Held

5.49M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

697K
Shares

$19.5 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

474K
Shares

$13.3 Million
0.13% of portfolio
Envestnet Asset Management Inc

361K
Shares

$10.1 Million
0.0% of portfolio
Clear Creek Financial Management, LLC

331K
Shares

$9.29 Million
1.01% of portfolio
Astor Investment Management LLC

327K
Shares

$9.15 Million
5.85% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

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Wealthgarden F.S. LLC Simplify Exch Traded Fds Simpl Transaction History