Aspen Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History
Aspen Wealth Strategies, LLC
- $180 Billion
- Q3 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 198,373 shares of CTA stock, worth $5.41 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
198,373
Previous 182,167
8.9%
Holding current value
$5.41 Million
Previous $4.87 Billion
13.9%
% of portfolio
3.08%
Previous 2.94%
Shares
3 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