Pasadena Private Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Pasadena Private Wealth, LLC
- $476 Million
- Q1 2025
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 540,935 shares of CTA stock, worth $15.2 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
540,935
Previous 180,934
198.97%
Holding current value
$15.2 Million
Previous $5.05 Million
217.3%
% of portfolio
3.36%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
148Shares Held
13.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC972KShares$27.3 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC744KShares$20.9 Million0.01% of portfolio
-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio