Aspen Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History
Aspen Wealth Strategies, LLC
- $166 Billion
- Q2 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 182,167 shares of CTA stock, worth $4.99 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
182,167
Previous 177,069
2.88%
Holding current value
$4.99 Million
Previous $5.24 Billion
7.06%
% of portfolio
2.94%
Previous 3.44%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
183Shares Held
23.1MCall Options Held
11KPut Options Held
16.1K-
Cwm, LLC2.38MShares$65 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$46.9 Million0.0% of portfolio
-
Ae Wealth Management LLC1.2MShares$32.8 Million0.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.09MShares$29.9 Million12.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC744KShares$20.4 Million0.01% of portfolio