Revisor Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Revisor Wealth Management LLC
- $290 Billion
- Q3 2025
A detailed history of Revisor Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Revisor Wealth Management LLC holds 34,050 shares of CTA stock, worth $928,543. This represents 0.33% of its overall portfolio holdings.
Number of Shares
34,050
Previous 18,699
82.1%
Holding current value
$928,543
Previous $514 Million
88.39%
% of portfolio
0.33%
Previous 0.19%
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