Aries Wealth Management Simplify Exch Traded Fds Simpl Transaction History
Aries Wealth Management
- $409 Million
- Q3 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 55,091 shares of CTA stock, worth $1.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
55,091
Previous 55,481
0.7%
Holding current value
$1.5 Million
Previous $1.48 Million
3.84%
% of portfolio
0.38%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio