Cambridge Advisors Inc. Simplify Exch Traded Fds Simpl Transaction History
Cambridge Advisors Inc.
- $433 Million
- Q4 2024
A detailed history of Cambridge Advisors Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Cambridge Advisors Inc. holds 20,618 shares of CTA stock, worth $598,952. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,618
Previous 20,585
0.16%
Holding current value
$598,952
Previous $535,000
7.48%
% of portfolio
0.13%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
7.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio