Kwb Wealth Simplify Exch Traded Fds Simpl Transaction History

Kwb Wealth

$847 Million
Q2 2025

A detailed history of Kwb Wealth transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Kwb Wealth holds 75,464 shares of CTA stock, worth $2.12 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

75,464

Holding current value

$2.12 Million

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

177

Shares Held

20.7M

Call Options Held

11K

Put Options Held

16.1K

Cwm, LLC

2.38M
Shares

$66.7 Million
0.22% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$48.2 Million
0.0% of portfolio
Ae Wealth Management LLC

972K
Shares

$27.3 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

744K
Shares

$20.9 Million
0.01% of portfolio
Beacon Capital Management, LLC

743K
Shares

$20.9 Million
3.16% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

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