Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History
Sharp Financial Services, LLC
- $117 Billion
- Q2 2024
A detailed history of Sharp Financial Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sharp Financial Services, LLC holds 41,800 shares of CTA stock, worth $1.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
41,800Holding current value
$1.1 Million% of portfolio
0.97%Shares
3 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$7.56 Million0.0% of portfolio
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Peak Financial Advisors LLC285KShares$7.5 Million5.54% of portfolio
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Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.34 Million3.38% of portfolio