Integrated Wealth Concepts LLC Simplify Exch Traded Fds Simpl Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 36,204 shares of CTA stock, worth $977,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,204
Previous 33,194 9.07%
Holding current value
$977,870
Previous $982,000 1.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$26.61 - $29.9 $80,096 - $89,999
3,010 Added 9.07%
36,204 $968,000
Q1 2025

May 15, 2025
BUY
$27.81 - $30.21 $434,086 - $471,547
15,609 Added 88.76%
33,194 $982,000
Q4 2024

Feb 14, 2025
BUY
$25.8 - $28.97 $453,693 - $509,437
17,585 New
17,585 $490,000

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.8M
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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