Philip James Wealth Mangement, LLC Simplify Exch Traded Fds Simpl Transaction History
Philip James Wealth Mangement, LLC
- $784 Billion
- Q2 2025
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 207,438 shares of CTA stock, worth $5.61 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
207,438
Previous 199,067
4.21%
Holding current value
$5.61 Million
Previous $5.89 Billion
5.86%
% of portfolio
0.71%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
176Shares Held
18.3MCall Options Held
11KPut Options Held
16.1K-
Bank Of America Corp Charlotte, NC1.71MShares$46.4 Million0.0% of portfolio
-
Ae Wealth Management LLC972KShares$26.3 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC744KShares$20.1 Million0.01% of portfolio
-
Beacon Capital Management, LLC743KShares$20.1 Million3.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL706KShares$19.1 Million0.03% of portfolio