Aspen Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History
Aspen Wealth Strategies, LLC
- $153 Billion
- Q1 2025
A detailed history of Aspen Wealth Strategies, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 177,069 shares of CTA stock, worth $4.97 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
177,069Holding current value
$4.97 Million% of portfolio
3.44%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
142Shares Held
12.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
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Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio