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 39,405 shares of CTA stock, worth $1.05 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
39,405
Previous 39,320 0.22%
Holding current value
$1.05 Million
Previous $927,000 6.04%
% of portfolio
0.32%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 - $29.61 $107,031 - $121,845
4,115 Added 20.97%
23,735 $0
Q3 2022

Nov 02, 2022

BUY
N/A
19,620 New
19,620 $583,000

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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