Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History

Peak Financial Advisors LLC

  • $134 Million
  • Q1 2024

A detailed history of Peak Financial Advisors LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Peak Financial Advisors LLC holds 272,639 shares of CTA stock, worth $7.24 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
272,639
Previous 220,945 23.4%
Holding current value
$7.24 Million
Previous $5.21 Million 30.46%
% of portfolio
5.09%
Previous 4.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$23.53 - $25.79 $1.22 Million - $1.33 Million
51,694 Added 23.4%
272,639 $6.8 Million
Q4 2023

Jan 10, 2024
BUY
$23.52 - $27.59 $223,392 - $262,049
9,498 Added 4.49%
220,945 $5.21 Million
Q3 2023

Oct 10, 2023
SELL
$24.98 - $27.64 $1.42 Million - $1.57 Million
-56,793 Reduced 21.17%
211,447 $5.83 Million
Q2 2023

Jul 10, 2023
SELL
$23.37 - $25.85 $16,989 - $18,792
-727 Reduced 0.27%
268,240 $6.84 Million
Q1 2023

Apr 18, 2023
BUY
$23.42 - $28.15 $37,448 - $45,011
1,599 Added 0.6%
268,967 $6.3 Million
Q4 2022

Jan 12, 2023
BUY
$26.01 - $29.61 $6.95 Million - $7.92 Million
267,368 New
267,368 $6.95 Billion

Others Institutions Holding CTA

# of Institutions
54
Shares Held
2.61M
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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