Magnolia Private Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Magnolia Private Wealth, LLC
- $116 Billion
- Q4 2024
A detailed history of Magnolia Private Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 12,755 shares of CTA stock, worth $367,088. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,755Holding current value
$367,088% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
6.97MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC474KShares$13.7 Million0.13% of portfolio
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Beacon Capital Management, LLC371KShares$10.7 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
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Clear Creek Financial Management, LLC332KShares$9.54 Million1.05% of portfolio