Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Sharp Financial Services, LLC

$155 Billion
Q2 2025

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 49,490 shares of CTA stock, worth $1.36 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

49,490

Previous 33,740 46.68%

Holding current value

$1.36 Million

Previous $999 Million 32.51%

% of portfolio

0.85%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$26.61 - $29.9 $419,107 - $470,925	15,750 Added 46.68%	49,490 $1.32 Billion
Q1 2025 Apr 29, 2025	SELL	$27.81 - $30.21 $146,280 - $158,904	-5,260 Reduced 13.49%	33,740 $999 Million
Q4 2024 Jan 17, 2025	SELL	$25.8 - $28.97 $159,315 - $178,889	-6,175 Reduced 13.67%	39,000 $1.09 Billion
Q3 2024 Nov 04, 2024	BUY	$25.73 - $27.07 $86,838 - $91,361	3,375 Added 8.07%	45,175 $1.17 Billion
Q2 2024 Jul 15, 2024	BUY	$25.27 - $28.23 $1.06 Million - $1.18 Million	41,800 New	41,800 $1.13 Billion
Q1 2024 Aug 13, 2024	SELL	$23.53 - $25.79 $169,063 - $185,301	-7,185 Reduced 12.02%	52,600 $1.31 Billion
Q4 2023 Aug 13, 2024	BUY	$23.52 - $27.59 $423,007 - $496,206	17,985 Added 43.03%	59,785 $1.41 Billion

Others Institutions Holding CTA

# of Institutions

197

Shares Held

24.4M

Call Options Held

36.9K

Put Options Held

15.6K

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharp Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sharp Financial Services, LLC with notifications on news.

Account

Sharp Financial Services, LLC Simplify Exch Traded Fds Simpl Transaction History