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

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 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 122,924 shares of CTA stock, worth $3.33 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
122,924
Holding current value
$3.33 Million
% of portfolio
2.71%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
171
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
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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