Axim Planning & Wealth Simplify Exch Traded Fds Simpl Transaction History

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

A detailed history of Axim Planning & Wealth transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Axim Planning & Wealth holds 13,871 shares of CTA stock, worth $378,262. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,871
Previous 27,191 48.99%
Holding current value
$378,262
Previous $727,000 46.77%
% of portfolio
0.32%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$26.46 - $28.43 $352,447 - $378,687
-13,320 Reduced 48.99%
13,871 $387,000
Q2 2025

Aug 05, 2025
BUY
$26.61 - $29.9 $387,681 - $435,613
14,569 Added 115.43%
27,191 $727,000
Q1 2025

May 13, 2025
BUY
$27.81 - $30.21 $351,017 - $381,310
12,622 New
12,622 $373,000

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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