Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 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 972,082 shares of CTA stock, worth $26.4 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
972,082
Previous 661,268 47.0%
Holding current value
$26.4 Million
Previous $18.4 Million 56.02%
% of portfolio
0.28%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
171
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
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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