Stegent Equity Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History

Stegent Equity Advisors, Inc.

  • $96.7 Million
  • Q2 2025

A detailed history of Stegent Equity Advisors, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 30,257 shares of CTA stock, worth $875,940. This represents 0.84% of its overall portfolio holdings.

Number of Shares
30,257
Previous 28,493 6.19%
Holding current value
$875,940
Previous $843,000 4.03%
% of portfolio
0.84%
Previous 0.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$26.61 - $29.9 $46,940 - $52,743
1,764 Added 6.19%
30,257 $809,000
Q1 2025

Apr 30, 2025
BUY
$27.81 - $30.21 $792,390 - $860,773
28,493 New
28,493 $843,000
Q1 2023

Apr 17, 2023
SELL
$23.42 - $28.15 $567,045 - $681,567
-24,212 Reduced 67.82%
11,487 $269,000
Q4 2022

Feb 02, 2023
SELL
$26.01 - $30.06 $2.6 Million - $3 Million
-99,866 Reduced 73.67%
35,699 $928,000
Q3 2022

Oct 21, 2022
BUY
$27.75 - $30.14 $142,468 - $154,738
5,134 Added 3.94%
135,565 $3.98 Million
Q2 2022

Aug 10, 2022
BUY
$24.15 - $27.44 $3.15 Million - $3.58 Million
130,431 New
130,431 $3.58 Million

Others Institutions Holding CTA

# of Institutions
197
Shares Held
24.6M
Call Options Held
36.9K
Put Options Held
15.6K
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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