Cwm, LLC Simplify Exch Traded Fds Simpl Transaction History
Cwm, LLC
- $21.2 Billion
- Q2 2024
A detailed history of Cwm, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Cwm, LLC holds 7,640 shares of CTA stock, worth $200,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,640
Previous 5,940
28.62%
Holding current value
$200,091
Previous $148,000
39.19%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.52 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.46 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.32 Million3.38% of portfolio