Beacon Capital Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Beacon Capital Management, LLC

  • $630 Million
  • Q2 2025

A detailed history of Beacon Capital Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Beacon Capital Management, LLC holds 743,247 shares of CTA stock, worth $20 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
743,247
Previous 721,066 3.08%
Holding current value
$20 Million
Previous $21.3 Million 6.88%
% of portfolio
3.16%
Previous 3.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$26.61 - $29.9 $590,236 - $663,211
22,181 Added 3.08%
743,247 $19.9 Million
Q1 2025

Apr 21, 2025
BUY
$27.81 - $30.21 $9.73 Million - $10.6 Million
350,049 Added 94.35%
721,066 $21.3 Million
Q4 2024

Jan 30, 2025
BUY
$25.8 - $28.97 $9.57 Million - $10.7 Million
371,017 New
371,017 $10.3 Million

Others Institutions Holding CTA

# of Institutions
187
Shares Held
23.4M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email