Steward Partners Investment Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 203,119 shares of CTA stock, worth $5.49 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
203,119
Previous 147,872 37.36%
Holding current value
$5.49 Million
Previous $4.12 Million 45.78%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$27.81 - $30.21 $1.54 Million - $1.67 Million
55,247 Added 37.36%
203,119 $6.01 Million
Q4 2024

Feb 06, 2025
BUY
$25.8 - $28.97 $1.13 Million - $1.26 Million
43,606 Added 41.82%
147,872 $4.12 Million
Q3 2024

Nov 14, 2024
BUY
$25.73 - $27.07 $1.59 Million - $1.67 Million
61,610 Added 144.43%
104,266 $2.71 Million
Q2 2024

Aug 08, 2024
BUY
$25.27 - $28.23 $1.08 Million - $1.2 Million
42,656 New
42,656 $1.15 Million
Q2 2023

Aug 14, 2023
BUY
$23.37 - $25.85 $4,627 - $5,118
198 New
198 $5,000

Others Institutions Holding CTA

# of Institutions
172
Shares Held
17.7M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
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More about CTA
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