Sound Financial Strategies Group, LLC Simplify Exch Traded Fds Simpl Transaction History
Sound Financial Strategies Group, LLC
- $128 Million
- Q3 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 60,224 shares of CTA stock, worth $1.64 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
60,224Holding current value
$1.64 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio