Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 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 51,074 shares of CTA stock, worth $1.34 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
51,074Holding current value
$1.34 Million% of portfolio
0.82%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.55 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.49 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.34 Million3.38% of portfolio