Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Transaction History

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

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 83,189 shares of CTA stock, worth $2.26 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
83,189
Previous 60,869 36.67%
Holding current value
$2.26 Million
Previous $1.7 Million 45.08%
% of portfolio
1.27%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.81 - $30.21 $620,719 - $674,287
22,320 Added 36.67%
83,189 $2.46 Million
Q4 2024

Jan 16, 2025
BUY
$25.8 - $28.97 $336,948 - $378,348
13,060 Added 27.32%
60,869 $1.7 Million
Q3 2024

Oct 31, 2024
SELL
$25.73 - $27.07 $84,008 - $88,383
-3,265 Reduced 6.39%
47,809 $1.24 Million
Q2 2024

Jul 19, 2024
BUY
$25.27 - $28.23 $1.29 Million - $1.44 Million
51,074 New
51,074 $1.37 Million

Others Institutions Holding CTA

# of Institutions
171
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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