Kestra Investment Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 2024
A detailed history of Kestra Investment Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kestra Investment Management, LLC holds 1,491 shares of CTA stock, worth $43,313. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,491Holding current value
$43,313% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
7.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
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Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio