Org Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
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 32,125 shares of CTA stock, worth $866,411. This represents 0.28% of its overall portfolio holdings.
Number of Shares
32,125Holding current value
$866,411% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$18.8 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$12.8 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$9.74 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$8.94 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.81 Million5.85% of portfolio