Tcfg Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 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 29,470 shares of CTA stock, worth $803,646. This represents 0.34% of its overall portfolio holdings.

Number of Shares
29,470
Previous 70,754 58.35%
Holding current value
$803,646
Previous $1.89 Billion 56.43%
% of portfolio
0.34%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$26.46 - $28.43 $1.09 Million - $1.17 Million
-41,284 Reduced 58.35%
29,470 $824 Million
Q2 2025

Jul 22, 2025
BUY
$26.61 - $29.9 $44,678 - $50,202
1,679 Added 2.43%
70,754 $1.89 Billion
Q1 2025

Apr 16, 2025
BUY
$27.81 - $30.21 $1.92 Million - $2.09 Million
69,075 New
69,075 $2.04 Billion

Others Institutions Holding CTA

# of Institutions
203
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
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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