Upper Left Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 108,215 shares of CTA stock, worth $2.95 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
108,215
Previous 99,735 8.5%
Holding current value
$2.95 Million
Previous $2.67 Million 13.5%
% of portfolio
2.0%
Previous 1.88%

Shares

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

Oct 22, 2025
BUY
$26.46 - $28.43 $224,380 - $241,086
8,480 Added 8.5%
108,215 $3.03 Million
Q2 2025

Jul 07, 2025
SELL
$26.61 - $29.9 $617,059 - $693,351
-23,189 Reduced 18.86%
99,735 $2.67 Million
Q1 2025

Apr 14, 2025
BUY
$27.81 - $30.21 $3.42 Million - $3.71 Million
122,924 New
122,924 $3.62 Million

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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