Cary Street Partners Financial LLC Simplify Exch Traded Fds Simpl Transaction History

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025

A detailed history of Cary Street Partners Financial LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 28,088 shares of CTA stock, worth $788,149. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,088
Previous 23,460 19.73%
Holding current value
$788,149
Previous $654 Million 27.07%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.81 - $30.21 $128,704 - $139,811
4,628 Added 19.73%
28,088 $831 Million
Q4 2024

Feb 14, 2025
BUY
$25.8 - $28.97 $605,268 - $679,636
23,460 New
23,460 $654 Million

Others Institutions Holding CTA

# of Institutions
171
Shares Held
17.5M
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 Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial 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 Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email