Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Fma Wealth Management, LLC

$146 Billion
Q3 2025

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 54,589 shares of CTA stock, worth $1.49 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

54,589

Previous 46,715 16.86%

Holding current value

$1.49 Million

Previous $1.25 Billion 22.23%

% of portfolio

1.05%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$26.46 - $28.43 $208,346 - $223,857	7,874 Added 16.86%	54,589 $1.53 Billion
Q2 2025 Jul 15, 2025	BUY	$26.61 - $29.9 $179,032 - $201,167	6,728 Added 16.83%	46,715 $1.25 Billion
Q4 2024 Feb 03, 2025	BUY	$25.8 - $28.97 $2,915 - $3,273	113 Added 0.28%	39,987 $1.12 Billion
Q3 2024 Oct 15, 2024	BUY	$25.73 - $27.07 $97,388 - $102,459	3,785 Added 10.49%	39,874 $1.04 Billion
Q2 2024 Jul 18, 2024	BUY	$25.27 - $28.23 $184,369 - $205,966	7,296 Added 25.34%	36,089 $972 Million

Q1 2024 Apr 29, 2024	BUY	$23.53 - $25.79 $333,749 - $365,805	14,184 Added 97.09%	28,793 $718 Million
Q4 2023 Feb 09, 2024	BUY	$23.52 - $27.59 $343,603 - $403,062	14,609 New	14,609 $345 Million

Others Institutions Holding CTA

# of Institutions

202

Shares Held

28.3M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Fma Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History