Ifp Advisors, Inc Simplify Exch Traded Fds Simpl Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 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 4,121 shares of CTA stock, worth $119,715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,121
Previous 4,206
2.02%
Holding current value
$119,715
Previous $109,000
4.59%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
7.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio