Secured Retirement Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
Secured Retirement Advisors, LLC
- $155 Billion
- Q1 2025
A detailed history of Secured Retirement Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 40,841 shares of CTA stock, worth $1.15 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
40,841Holding current value
$1.15 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
139Shares Held
11.7MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
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Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio