Kennedy Investment Group Simplify Exch Traded Fds Simpl Transaction History
Kennedy Investment Group
- $252 Billion
- Q3 2025
A detailed history of Kennedy Investment Group transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kennedy Investment Group holds 11,273 shares of CTA stock, worth $307,414. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,273
Previous 8,077
39.57%
Holding current value
$307,414
Previous $216 Million
45.99%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio