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 $1.45 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
51,275
Previous 51,235
0.08%
Holding current value
$1.45 Million
Previous $1.43 Million
5.67%
% of portfolio
0.42%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding CTA
# of Institutions
125Shares Held
10.8MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.4 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.8 Million0.13% of portfolio