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 $503,649. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,977
Previous 18,977
-0.0%
Holding current value
$503,649
Previous $444,000
8.78%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
54Shares Held
2.61MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC520KShares$13.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC375KShares$9.95 Million1.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC333KShares$8.84 Million0.0% of portfolio
-
Peak Financial Advisors LLC273KShares$7.24 Million5.09% of portfolio
-
Miracle Mile Advisors, LLC164KShares$4.35 Million0.1% of portfolio