Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Ae Wealth Management LLC holds 95,943 shares of CTA stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
95,943Holding current value
$2.75 Million% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
97Shares Held
5.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio