R. W. Roge & Company, Inc. Simplify Exch Traded Fds Simpl Transaction History
R. W. Roge & Company, Inc.
- $195 Million
- Q3 2025
A detailed history of R. W. Roge & Company, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 117,247 shares of CTA stock, worth $3.2 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
117,247
Previous 157,465
25.54%
Holding current value
$3.2 Million
Previous $4.21 Million
22.11%
% of portfolio
1.68%
Previous 2.39%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio