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 $3.39 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
117,247
Previous 157,465 25.54%
Holding current value
$3.39 Million
Previous $4.21 Million 22.11%
% of portfolio
1.68%
Previous 2.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$26.46 - $28.43 $1.06 Million - $1.14 Million
-40,218 Reduced 25.54%
117,247 $3.28 Million
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

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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