Boothe Investment Group, Inc. Simplify Exch Traded Fds Simpl Transaction History
Boothe Investment Group, Inc.
- $239 Million
- Q3 2025
A detailed history of Boothe Investment Group, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Boothe Investment Group, Inc. holds 1,572,122 shares of CTA stock, worth $42.9 Million. This represents 18.37% of its overall portfolio holdings.
Number of Shares
1,572,122
Previous 1,091,693
44.01%
Holding current value
$42.9 Million
Previous $29.2 Million
50.64%
% of portfolio
18.37%
Previous 12.64%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$22.7 Million0.01% of portfolio