L.M. Kohn & Company Simplify Exch Traded Fds Simpl Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, L.M. Kohn & Company holds 11,424 shares of CTA stock, worth $323,299. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,424

Holding current value

$323,299

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$27.81 - $30.21 $317,701 - $345,119	11,424 New	11,424 $338,000

Others Institutions Holding CTA

# of Institutions

125

Shares Held

10.8M

Call Options Held

Put Options Held

Beacon Capital Management, LLC

721K
Shares

$20.4 Million
3.5% of portfolio
Wells Fargo & Company San Francisco, CA

680K
Shares

$19.2 Million
0.0% of portfolio
Ae Wealth Management LLC

661K
Shares

$18.7 Million
0.18% of portfolio
Envestnet Asset Management Inc

465K
Shares

$13.2 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

454K
Shares

$12.8 Million
0.13% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

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