Org Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Org Wealth Partners, LLC holds 40,452 shares of CTA stock, worth $1.08 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
40,452
Previous 32,836 23.19%
Holding current value
$1.08 Million
Previous $915,000 30.82%
% of portfolio
0.54%
Previous 0.66%

Shares

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

Apr 21, 2025
BUY
$27.81 - $30.21 $211,800 - $230,079
7,616 Added 23.19%
40,452 $1.2 Million
Q4 2024

Jan 10, 2025
BUY
$25.8 - $28.97 $18,343 - $20,597
711 Added 2.21%
32,836 $915,000
Q3 2024

Oct 11, 2024
BUY
$25.73 - $27.07 $826,576 - $869,623
32,125 New
32,125 $835 Million

Others Institutions Holding CTA

# of Institutions
171
Shares Held
17.5M
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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