Beacon Capital Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Beacon Capital Management, LLC
- $609 Million
- Q1 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 721,066 shares of CTA stock, worth $20.2 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
721,066
Previous 371,017
94.35%
Holding current value
$20.2 Million
Previous $10.3 Million
106.27%
% of portfolio
3.5%
Previous 1.66%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
150Shares Held
14MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC972KShares$27.3 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC744KShares$20.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA541KShares$15.2 Million3.36% of portfolio
-
Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio