Iht Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Iht Wealth Management, LLC holds 19,172 shares of CTA stock, worth $538,349. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,172
Previous 19,263
0.47%
Holding current value
$538,349
Previous $537,000
5.59%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
176Shares Held
20.8MCall Options Held
11KPut Options Held
16.1K-
Cwm, LLC2.38MShares$66.7 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$48.2 Million0.0% of portfolio
-
Ae Wealth Management LLC972KShares$27.3 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC744KShares$20.9 Million0.01% of portfolio
-
Beacon Capital Management, LLC743KShares$20.9 Million3.16% of portfolio