Reuter James Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q3 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 9,190 shares of CTA stock, worth $247,854. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,190Holding current value
$247,854% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$18.8 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$12.8 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$9.74 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$8.94 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.81 Million5.85% of portfolio