Creative One Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 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 19,782 shares of CTA stock, worth $589,503. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,782
Previous 41,892
52.78%
Holding current value
$589,503
Previous $1.09 Million
49.4%
% of portfolio
0.02%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.3 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.9 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