Ifp Advisors, Inc Simplify Exch Traded Fds Simpl Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

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 9,299 shares of CTA stock, worth $261,115. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,299

Previous 8,102 14.77%

Holding current value

$261,115

Previous $239,000 3.77%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$26.61 - $29.9 $31,852 - $35,790	1,197 Added 14.77%	9,299 $248,000
Q1 2025 May 05, 2025	BUY	$27.81 - $30.21 $110,711 - $120,266	3,981 Added 96.6%	8,102 $239,000
Q4 2024 Feb 04, 2025	SELL	$25.8 - $28.97 $2,193 - $2,462	-85 Reduced 2.02%	4,121 $114,000
Q3 2024 Feb 04, 2025	BUY	$25.73 - $27.07 $11,089 - $11,667	431 Added 11.42%	4,206 $109,000
Q2 2024 Jul 30, 2024	BUY	$25.27 - $28.23 $12,862 - $14,369	509 Added 15.58%	3,775 $101,000
Q1 2024 Jul 30, 2024	BUY	$23.53 - $25.79 $73,672 - $80,748	3,131 Added 2319.26%	3,266 $81,000
Q4 2023 Jan 09, 2024	SELL	$23.52 - $27.59 $2,093 - $2,455	-89 Reduced 39.73%	135 $3,000
Q3 2023 Oct 12, 2023	SELL	$24.98 - $27.64 $12,939 - $14,317	-518 Reduced 69.81%	224 $6,000
Q2 2023 Aug 04, 2023	SELL	$23.37 - $25.85 $15,774 - $17,448	-675 Reduced 47.64%	742 $18,000
Q1 2023 Apr 18, 2023	SELL	$23.42 - $28.15 $687,587 - $826,455	-29,359 Reduced 95.4%	1,417 $33,000
Q4 2022 Feb 07, 2023	BUY	$26.01 - $30.06 $760,116 - $878,473	29,224 Added 1882.99%	30,776 $779,000
Q3 2022 Nov 08, 2022	BUY	$27.75 - $30.14 $43,068 - $46,777	1,552 New	1,552 $40,000

Others Institutions Holding CTA

# of Institutions

176

Shares Held

20.8M

Call Options Held

11K

Put Options Held

16.1K

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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