R. W. Roge & Company, Inc. Simplify Exch Traded Fds Simpl Transaction History

R. W. Roge & Company, Inc.

$176 Million
Q2 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 157,465 shares of CTA stock, worth $4.42 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

157,465

Previous 77,471 103.26%

Holding current value

$4.42 Million

Previous $2.29 Million 83.6%

% of portfolio

2.39%

Previous 1.26%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$26.61 - $29.9 $2.13 Million - $2.39 Million	79,994 Added 103.26%	157,465 $4.21 Million
Q1 2025 May 09, 2025	BUY	$27.81 - $30.21 $2.15 Million - $2.34 Million	77,471 New	77,471 $2.29 Million

Others Institutions Holding CTA

# of Institutions

176

Shares Held

20.8M

Call Options Held

11K

Put Options Held

16.1K

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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R. W. Roge & Company, Inc. Simplify Exch Traded Fds Simpl Transaction History