Principia Wealth Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 5,624 shares of CTA stock, worth $154,266. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,624Holding current value
$154,266% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
196Shares Held
24.1MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.38MShares$65.2 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$47.4 Million0.0% of portfolio
-
Ae Wealth Management LLC1.2MShares$32.9 Million0.27% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.09MShares$29.9 Million12.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC854KShares$23.4 Million0.01% of portfolio