Golden State Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 192 shares of CTA stock, worth $5,433. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 384
50.0%
Holding current value
$5,433
Previous $11,000
51718.18%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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