Insight Wealth Strategies, LLC Simplify Exch Traded Fds Simpl Transaction History

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 30,603 shares of CTA stock, worth $885,956. This represents 0.11% of its overall portfolio holdings.

Number of Shares
30,603
Previous 13,099 133.63%
Holding current value
$885,956
Previous $350,000 144.29%
% of portfolio
0.11%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$26.46 - $28.43 $463,155 - $497,638
17,504 Added 133.63%
30,603 $855,000
Q2 2025

Jul 07, 2025
BUY
$26.61 - $29.9 $348,564 - $391,660
13,099 New
13,099 $350,000

Others Institutions Holding CTA

# of Institutions
197
Shares Held
24.6M
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
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email