Aries Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Aries Wealth Management holds 51,235 shares of CTA stock, worth $1.46 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

51,235

Previous 44,435 15.3%

Holding current value

$1.46 Million

Previous $1.16 Million 23.64%

% of portfolio

0.4%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.8 - $28.97 $175,440 - $196,996	6,800 Added 15.3%	51,235 $1.43 Million
Q3 2024 Oct 31, 2024	BUY	$25.73 - $27.07 $95,201 - $100,159	3,700 Added 9.08%	44,435 $1.16 Million
Q2 2024 Jul 25, 2024	BUY	$25.27 - $28.23 $33,609 - $37,545	1,330 Added 3.38%	40,735 $1.1 Million
Q1 2024 May 02, 2024	BUY	$23.53 - $25.79 $2,000 - $2,192	85 Added 0.22%	39,405 $983,000
Q4 2023 Jan 10, 2024	BUY	$23.52 - $27.59 $164,640 - $193,130	7,000 Added 21.66%	39,320 $927,000
Q3 2023 Oct 19, 2023	BUY	$24.98 - $27.64 $255,295 - $282,480	10,220 Added 46.24%	32,320 $890,000
Q2 2023 Jul 13, 2023	SELL	$23.37 - $25.85 $33,185 - $36,707	-1,420 Reduced 6.04%	22,100 $563,000
Q1 2023 Apr 11, 2023	SELL	$23.42 - $28.15 $5,035 - $6,052	-215 Reduced 0.91%	23,520 $550,000
Q4 2022 Jan 18, 2023	BUY	$26.01 - $30.06 $107,031 - $123,696	4,115 Added 20.97%	23,735 $0
Q3 2022 Nov 02, 2022	BUY	$27.75 - $30.14 $544,455 - $591,346	19,620 New	19,620 $583,000

Others Institutions Holding CTA

# of Institutions

101

Shares Held

6.24M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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Aries Wealth Management Simplify Exch Traded Fds Simpl Transaction History