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

Org Wealth Partners, LLC

  • $139 Million
  • Q4 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 32,836 shares of CTA stock, worth $953,885. This represents 0.66% of its overall portfolio holdings.

Number of Shares
32,836
Previous 32,125 2.21%
Holding current value
$953,885
Previous $835 Million 99.89%
% of portfolio
0.66%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
96
Shares Held
5.68M
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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