Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fma Wealth Management, LLC
- $138 Billion
- Q3 2024
A detailed history of Fma Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Fma Wealth Management, LLC holds 39,874 shares of CTA stock, worth $1.15 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
39,874
Previous 36,089
10.49%
Holding current value
$1.15 Million
Previous $972 Million
6.71%
% of portfolio
0.75%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
100Shares Held
5.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.53 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.38 Million0.0% of portfolio