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 $1.5 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
51,235
Previous 44,435
15.3%
Holding current value
$1.5 Million
Previous $1.16 Million
23.64%
% of portfolio
0.4%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.9 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio