Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 60,869 shares of CTA stock, worth $1.78 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
60,869
Previous 47,809
27.32%
Holding current value
$1.78 Million
Previous $1.24 Million
36.52%
% of portfolio
0.93%
Previous 0.69%
Shares
3 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