Axxcess Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,204 shares of CTA stock, worth $303,671. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,204
Previous 10,235 0.3%
Holding current value
$303,671
Previous $266,000 6.77%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$25.8 - $28.97 $799 - $898
-31 Reduced 0.3%
10,204 $284,000
Q3 2024

Nov 04, 2024
BUY
$25.73 - $27.07 $263,346 - $277,061
10,235 New
10,235 $266,000

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
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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