Kestra Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 10,752 shares of CTA stock, worth $320,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,752
Previous 10,083 6.63%
Holding current value
$320,409
Previous $262,000 14.12%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.8 - $28.97 $17,260 - $19,380
669 Added 6.63%
10,752 $299,000
Q3 2024

Nov 13, 2024
BUY
$25.73 - $27.07 $259,435 - $272,946
10,083 New
10,083 $262,000
Q3 2023

Nov 09, 2023
SELL
$24.98 - $27.64 $28,851 - $31,924
-1,155 Reduced 11.48%
8,905 $245,000
Q1 2023

May 12, 2023
SELL
$23.42 - $28.15 $46 - $56
-2 Reduced 0.02%
10,060 $235,000
Q4 2022

Jan 31, 2023
SELL
$26.01 - $30.06 $98,994 - $114,408
-3,806 Reduced 27.44%
10,062 $261,000
Q3 2022

Nov 01, 2022
BUY
$27.75 - $30.14 $384,837 - $417,981
13,868 New
13,868 $407 Million

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
Call Options Held
0
Put Options Held
0
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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