Orion Portfolio Solutions, LLC Simplify Exch Traded Fds Simpl Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 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 487,816 shares of CTA stock, worth $12.8 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
487,816
Previous 519,975
6.18%
Holding current value
$12.8 Million
Previous $13 Million
1.23%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.52 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.46 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.32 Million3.38% of portfolio
-
Miracle Mile Advisors, LLC163KShares$4.27 Million0.11% of portfolio