Philip James Wealth Mangement, LLC Simplify Exch Traded Fds Simpl Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 162,107 shares of CTA stock, worth $4.63 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
162,107
Holding current value
$4.63 Million
% of portfolio
0.58%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.8 - $28.97 $4.18 Million - $4.7 Million
162,107 New
162,107 $4.52 Billion

Others Institutions Holding CTA

# of Institutions
101
Shares Held
6.24M
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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email