Fiscal Wisdom Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 7,260 shares of CTA stock, worth $196,092. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,260Holding current value
$196,092% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
202Shares Held
28.4MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.61MShares$70.5 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.1 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$46.7 Million0.0% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$42.5 Million18.37% of portfolio
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Ae Wealth Management LLC890KShares$24.1 Million0.18% of portfolio