Shares

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

May 06, 2025

BUY
$27.81 - $30.21 $11,207 - $12,174
403 Added 2.96%
14,025 $415,000
Q4 2024

Jan 21, 2025

BUY
$25.8 - $28.97 $351,447 - $394,629
13,622 New
13,622 $379,000

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, 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 Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.