Avantax Advisory Services, Inc. Simplify Exch Traded Fds Simpl Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 19,649 shares of CTA stock, worth $514,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,649
Previous 24,463
19.68%
Holding current value
$514,607
Previous $610,000
13.44%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.52 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.46 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.32 Million3.38% of portfolio