Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Fma Wealth Management, LLC
- $124 Billion
- Q2 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 36,089 shares of CTA stock, worth $945,170. This represents 0.79% of its overall portfolio holdings.
Number of Shares
36,089
Previous 28,793
25.34%
Holding current value
$945,170
Previous $718 Million
35.22%
% of portfolio
0.79%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.52 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.46 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.32 Million3.38% of portfolio