Tcfg Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 70,754 shares of CTA stock, worth $2.01 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
70,754
Previous 69,075
2.43%
Holding current value
$2.01 Million
Previous $2.04 Billion
7.47%
% of portfolio
0.86%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
197Shares Held
24.2MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.38MShares$67.6 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$49.2 Million0.0% of portfolio
-
Ae Wealth Management LLC1.2MShares$34.1 Million0.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.09MShares$31.1 Million12.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC854KShares$24.3 Million0.01% of portfolio