Envestnet Asset Management Inc Simplify Exch Traded Fds Simpl Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Envestnet Asset Management Inc holds 78,409 shares of CTA stock, worth $2.05 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78,409
Previous 85,749
8.56%
Holding current value
$2.05 Million
Previous $2.14 Million
1.36%
% of portfolio
0.0%
Previous 0.0%
Shares
9 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