Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

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 890,432 shares of CTA stock, worth $24.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
890,432
Previous 1,198,924 25.73%
Holding current value
$24.3 Million
Previous $32.1 Million 22.32%
% of portfolio
0.18%
Previous 0.27%

Shares

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

Nov 03, 2025
SELL
$26.46 - $28.43 $8.16 Million - $8.77 Million
-308,492 Reduced 25.73%
890,432 $24.9 Million
Q2 2025

Aug 06, 2025
BUY
$26.61 - $29.9 $6.04 Million - $6.78 Million
226,842 Added 23.34%
1,198,924 $32.1 Million
Q1 2025

May 06, 2025
BUY
$27.81 - $30.21 $8.64 Million - $9.39 Million
310,814 Added 47.0%
972,082 $28.8 Million
Q4 2024

Feb 13, 2025
BUY
$25.8 - $28.97 $14.6 Million - $16.4 Million
565,325 Added 589.23%
661,268 $18.4 Million
Q3 2024

Nov 14, 2024
BUY
$25.73 - $27.07 $2.47 Million - $2.6 Million
95,943 New
95,943 $2.49 Million
Q4 2022

Jan 31, 2023
BUY
$26.01 - $30.06 $945,515 - $1.09 Million
36,352 New
36,352 $945,000

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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