Steward Partners Investment Advisory, LLC Simplify Exch Traded Fds Simpl Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
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 104,266 shares of CTA stock, worth $2.99 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
104,266
Previous 42,656
144.43%
Holding current value
$2.99 Million
Previous $1.15 Million
136.06%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
97Shares Held
5.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio