Legacy Capital Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

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 9,926 shares of CTA stock, worth $278,424. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,926
Previous 18,643 46.76%
Holding current value
$278,424
Previous $519,000 43.55%
% of portfolio
0.07%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$27.81 - $30.21 $242,419 - $263,340
-8,717 Reduced 46.76%
9,926 $293,000
Q4 2024

Jan 30, 2025
SELL
$25.8 - $28.97 $15,093 - $16,947
-585 Reduced 3.04%
18,643 $519,000
Q3 2024

Nov 04, 2024
BUY
$25.73 - $27.07 $494,736 - $520,501
19,228 New
19,228 $499,000

Others Institutions Holding CTA

# of Institutions
176
Shares Held
20.6M
Call Options Held
11K
Put Options Held
16.1K
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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