Kwb Wealth Simplify Exch Traded Fds Simpl Transaction History

Kwb Wealth

  • $882 Million
  • Q3 2025

A detailed history of Kwb Wealth transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kwb Wealth holds 108,272 shares of CTA stock, worth $2.95 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
108,272
Previous 75,464 43.48%
Holding current value
$2.95 Million
Previous $2.02 Million 50.12%
% of portfolio
0.34%
Previous 0.24%

Shares

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

Oct 07, 2025
BUY
$26.46 - $28.43 $868,099 - $932,731
32,808 Added 43.48%
108,272 $3.03 Million
Q2 2025

Jul 16, 2025
BUY
$26.61 - $29.9 $2.01 Million - $2.26 Million
75,464 New
75,464 $2.02 Million

Others Institutions Holding CTA

# of Institutions
203
Shares Held
29M
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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