Reuter James Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q4 2024
A detailed history of Reuter James Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 9,104 shares of CTA stock, worth $266,929. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,104
Previous 9,190
0.94%
Holding current value
$266,929
Previous $238,000
6.3%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.9 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio