Pasadena Private Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 180,934 shares of CTA stock, worth $5.26 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
180,934Holding current value
$5.26 Million% of portfolio
1.1%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
7.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio