Creative One Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Creative One Wealth, LLC holds 41,892 shares of CTA stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
41,892
Previous 21,595 93.99%
Holding current value
$1.2 Million
Previous $581,000 87.44%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$25.73 - $27.07 $522,241 - $549,439
20,297 Added 93.99%
41,892 $1.09 Million
Q2 2024

Aug 14, 2024
BUY
$25.27 - $28.23 $219,444 - $245,149
8,684 Added 67.26%
21,595 $581,000
Q1 2024

May 14, 2024
BUY
$23.53 - $25.79 $303,795 - $332,974
12,911 New
12,911 $322,000

Others Institutions Holding CTA

# of Institutions
92
Shares Held
5.49M
Call Options Held
0
Put Options Held
0
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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email