Continuum Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History
Continuum Advisory, LLC
- $760 Million
- Q4 2024
A detailed history of Continuum Advisory, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Continuum Advisory, LLC holds 2,575 shares of CTA stock, worth $76,400. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,575
Previous 2,575
-0.0%
Holding current value
$76,400
Previous $66,000
7.58%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.8 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.5 Million0.0% of portfolio