Theory Financial LLC Simplify Exch Traded Fds Simpl Transaction History
Theory Financial LLC
- $228 Million
- Q1 2025
A detailed history of Theory Financial LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Theory Financial LLC holds 81,434 shares of CTA stock, worth $2.29 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
81,434Holding current value
$2.29 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
142Shares Held
12.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio