Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History

Peak Financial Advisors LLC

  • $151 Million
  • Q2 2025

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 540,375 shares of CTA stock, worth $14.6 Million. This represents 9.58% of its overall portfolio holdings.

Number of Shares
540,375
Previous 327,072 65.22%
Holding current value
$14.6 Million
Previous $9.63 Million 50.12%
% of portfolio
9.58%
Previous 6.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$26.61 - $29.9 $5.68 Million - $6.38 Million
213,303 Added 65.22%
540,375 $14.4 Million
Q1 2025

Apr 10, 2025
BUY
$27.81 - $30.21 $66,438 - $72,171
2,389 Added 0.74%
327,072 $9.63 Million
Q4 2024

Jan 14, 2025
BUY
$25.8 - $28.97 $252,143 - $283,123
9,773 Added 3.1%
324,683 $9.06 Million
Q3 2024

Oct 09, 2024
BUY
$25.73 - $27.07 $773,443 - $813,724
30,060 Added 10.55%
314,910 $8.19 Million
Q2 2024

Jul 12, 2024
BUY
$25.27 - $28.23 $308,571 - $344,716
12,211 Added 4.48%
284,850 $7.67 Million
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 - $30.06 $6.95 Million - $8.04 Million
267,368 New
267,368 $6.95 Billion

Others Institutions Holding CTA

# of Institutions
196
Shares Held
23.7M
Call Options Held
36.9K
Put Options Held
15.6K
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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