Fermata Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fermata Advisors, LLC holds 19,849 shares of CTA stock, worth $590,706. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,849
Previous 15,347
29.33%
Holding current value
$590,706
Previous $399,000
38.6%
% of portfolio
0.11%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.5 Million0.0% of portfolio