Legacy Capital Group California, Inc. Simplify Exch Traded Fds Simpl Transaction History
Legacy Capital Group California, Inc.
- $393 Billion
- Q3 2025
A detailed history of Legacy Capital Group California, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 41,577 shares of CTA stock, worth $1.13 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
41,577
Previous 41,792
0.51%
Holding current value
$1.13 Million
Previous $1.12 Billion
4.06%
% of portfolio
0.3%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio