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

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025

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 13,226 shares of CTA stock, worth $371,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,226
Previous 19,782 33.14%
Holding current value
$371,386
Previous $551,000 29.04%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 14, 2025
SELL
$27.81 - $30.21 $182,322 - $198,056
-6,556 Reduced 33.14%
13,226 $391,000
Q4 2024

Feb 13, 2025
SELL
$25.8 - $28.97 $570,438 - $640,526
-22,110 Reduced 52.78%
19,782 $551,000
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
176
Shares Held
20.8M
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
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