Evolution Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 979 shares of CTA stock, worth $26,697. This represents 0.03% of its overall portfolio holdings.
Number of Shares
979
Previous 1,150
14.87%
Holding current value
$26,697
Previous $30.8 Million
10.95%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio