Ifp Advisors, Inc Simplify Exch Traded Fds Simpl Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,775 shares of CTA stock, worth $99,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,775
Previous 3,266
15.58%
Holding current value
$99,584
Previous $81,000
24.69%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.9 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.2 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.57 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.51 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.35 Million3.38% of portfolio