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

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 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 104,166 shares of CTA stock, worth $2.84 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

104,166

Previous 220,239 52.7%

Holding current value

$2.84 Million

Previous $5.89 Million 50.53%

% of portfolio

0.02%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$26.46 - $28.43 $3.07 Million - $3.3 Million	-116,073 Reduced 52.7%	104,166 $2.91 Million
Q2 2025 Aug 12, 2025	BUY	$26.61 - $29.9 $455,563 - $511,888	17,120 Added 8.43%	220,239 $5.89 Million
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

203

Shares Held

28.3M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

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