Aj Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 18,977 shares of CTA stock, worth $568,361. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,977
Previous 18,977
-0.0%
Holding current value
$568,361
Previous $444,000
8.78%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.4 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.8 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.6 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.6 Million0.0% of portfolio