B.O.S.S. Retirement Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
B.O.S.S. Retirement Advisors, LLC
- $345 Billion
- Q1 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 21,048 shares of CTA stock, worth $595,658. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,048
Previous 14,453
45.63%
Holding current value
$595,658
Previous $403 Million
54.56%
% of portfolio
0.18%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
126Shares Held
10.8MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.4 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.8 Million0.13% of portfolio