Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 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 661,268 shares of CTA stock, worth $18.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
661,268
Previous 95,943 589.23%
Holding current value
$18.6 Million
Previous $2.49 Million 639.45%
% of portfolio
0.18%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
142
Shares Held
12.1M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email