Tria Gen Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Tria Gen Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 100,988 shares of CTA stock, worth $2.92 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
100,988Holding current value
$2.92 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
197Shares Held
25.3MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.61MShares$75.6 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$50 Million0.0% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$45.5 Million18.37% of portfolio
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Ae Wealth Management LLC1.2MShares$34.7 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC854KShares$24.7 Million0.01% of portfolio