Deane Retirement Strategies, Inc. Simplify Exch Traded Fds Simpl Transaction History
Deane Retirement Strategies, Inc.
- $201 Million
- Q3 2024
A detailed history of Deane Retirement Strategies, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Deane Retirement Strategies, Inc. holds 416 shares of CTA stock, worth $11,219. This represents 0.0% of its overall portfolio holdings.
Number of Shares
416
Previous 759
45.19%
Holding current value
$11,219
Previous $20,000
50.0%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$18.8 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$12.8 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$9.74 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$8.94 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.81 Million5.85% of portfolio