Orion Portfolio Solutions, LLC Simplify Exch Traded Fds Simpl Transaction History
Orion Portfolio Solutions, LLC
- $9.43 Billion
- Q3 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 474,357 shares of CTA stock, worth $13.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
474,357
Previous 487,816
2.76%
Holding current value
$13.5 Million
Previous $13.1 Million
6.08%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
101Shares Held
6.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.47 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$9.32 Million0.0% of portfolio