Optivise Advisory Services LLC Simplify Exch Traded Fds Simpl Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Optivise Advisory Services LLC holds 40,041 shares of CTA stock, worth $1.19 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
40,041
Previous 40,698 1.61%
Holding current value
$1.19 Million
Previous $1.06 Billion 5.54%
% of portfolio
0.6%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$25.8 - $28.97 $16,950 - $19,033
-657 Reduced 1.61%
40,041 $1.12 Billion
Q3 2024

Nov 12, 2024
BUY
$25.73 - $27.07 $1.05 Million - $1.1 Million
40,698 New
40,698 $1.06 Billion
Q2 2024

Nov 14, 2024
SELL
$25.27 - $28.23 $261,493 - $292,124
-10,348 Reduced 25.43%
30,350 $817 Million

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
Call Options Held
0
Put Options Held
0
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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