Morton Brown Family Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 548 shares of CTA stock, worth $15,376. This represents 0.01% of its overall portfolio holdings.
Number of Shares
548Holding current value
$15,376% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
148Shares Held
13.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC972KShares$27.3 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC744KShares$20.9 Million0.01% of portfolio
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Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
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Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
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Pasadena Private Wealth, LLC Pasadena, CA541KShares$15.2 Million3.36% of portfolio