Clear Creek Financial Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Clear Creek Financial Management, LLC
- $903 Million
- Q1 2025
A detailed history of Clear Creek Financial Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 334,813 shares of CTA stock, worth $9.39 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
334,813
Previous 331,621
0.96%
Holding current value
$9.39 Million
Previous $9.25 Million
7.16%
% of portfolio
1.1%
Previous 1.05%
Shares
9 transactions
Others Institutions Holding CTA
# of Institutions
142Shares Held
12.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio