Aries Wealth Management Simplify Exch Traded Fds Simpl Transaction History

Aries Wealth Management

$361 Million
Q1 2025

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 51,275 shares of CTA stock, worth $1.37 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

51,275

Previous 51,235 0.08%

Holding current value

$1.37 Million

Previous $1.43 Million 5.67%

% of portfolio

0.42%

Previous 0.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$27.81 - $30.21 $1,112 - $1,208	40 Added 0.08%	51,275 $1.51 Million
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

171

Shares Held

17.5M

Call Options Held

11K

Put Options Held

16.1K

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aries Wealth Management with notifications on news.

Account

Aries Wealth Management Simplify Exch Traded Fds Simpl Transaction History