Longview Financial Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History

Longview Financial Advisors, Inc.

$127 Billion
Q4 2024

A detailed history of Longview Financial Advisors, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 179,828 shares of CTA stock, worth $5.36 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

179,828

Previous 169,099 6.34%

Holding current value

$5.36 Million

Previous $4.4 Billion 14.08%

% of portfolio

3.95%

Previous 3.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.8 - $28.97 $276,808 - $310,819	10,729 Added 6.34%	179,828 $5.02 Billion
Q3 2024 Oct 18, 2024	BUY	$25.73 - $27.07 $108,014 - $113,639	4,198 Added 2.55%	169,099 $4.4 Billion
Q3 2024 Oct 15, 2024	SELL	$25.73 - $27.07 $220,789 - $232,287	-8,581 Reduced 5.2%	156,321 $3.69 Billion
Q2 2024 Oct 18, 2024	BUY	$25.27 - $28.23 $23,475 - $26,225	929 Added 0.57%	164,901 $4.44 Billion
Q2 2024 Aug 14, 2024	BUY	$25.27 - $28.23 $23,475 - $26,225	929 Added 0.57%	164,902 $4.44 Billion
Q1 2024 Oct 18, 2024	BUY	$23.53 - $25.79 $180,028 - $197,319	7,651 Added 4.89%	163,972 $4.09 Billion
Q1 2024 Aug 14, 2024	BUY	$23.53 - $25.79 $180,028 - $197,319	7,651 Added 4.89%	163,973 $4.09 Billion
Q4 2023 Aug 14, 2024	BUY	$23.52 - $27.59 $3.68 Million - $4.31 Million	156,322 New	156,322 $3.69 Billion

Others Institutions Holding CTA

# of Institutions

115

Shares Held

8.61M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Longview Financial Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History