Able Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025

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 20,567 shares of CTA stock, worth $560,862. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,567
Previous 13,562 51.65%
Holding current value
$560,862
Previous $363 Million 58.62%
% of portfolio
0.22%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$26.46 - $28.43 $185,352 - $199,152
7,005 Added 51.65%
20,567 $575 Million
Q2 2025

Aug 06, 2025
BUY
$26.61 - $29.9 $360,884 - $405,503
13,562 New
13,562 $363 Million
Q4 2023

Feb 20, 2024
BUY
$23.52 - $27.59 $2,751 - $3,228
117 New
117 $2.76 Million

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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