Legacy Capital Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 18,643 shares of CTA stock, worth $531,325. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,643
Previous 19,228
3.04%
Holding current value
$531,325
Previous $499,000
4.01%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
103Shares Held
6.41MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.45 Million1.05% of portfolio