Iht Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 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 23,720 shares of CTA stock, worth $674,834. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,720
Previous 19,172 23.72%
Holding current value
$674,834
Previous $567,000 11.82%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$26.61 - $29.9 $121,022 - $135,985
4,548 Added 23.72%
23,720 $634,000
Q1 2025

May 15, 2025
SELL
$27.81 - $30.21 $2,530 - $2,749
-91 Reduced 0.47%
19,172 $567,000
Q4 2024

Feb 14, 2025
BUY
$25.8 - $28.97 $496,985 - $558,049
19,263 New
19,263 $537,000

Others Institutions Holding CTA

# of Institutions
197
Shares Held
24.1M
Call Options Held
36.9K
Put Options Held
15.6K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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