Financial Enhancement Group LLC Simplify Exch Traded Fds Simpl Transaction History
Financial Enhancement Group LLC
- $587 Million
- Q1 2025
A detailed history of Financial Enhancement Group LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Financial Enhancement Group LLC holds 114,297 shares of CTA stock, worth $3.23 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
114,297
Previous 112,498
1.6%
Holding current value
$3.23 Million
Previous $3.14 Million
7.84%
% of portfolio
0.58%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding CTA
# of Institutions
125Shares Held
10.8MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.4 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.8 Million0.13% of portfolio