Vest Gen Advisors, LLC Simplify Exch Traded Fds Simpl Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 11,461 shares of CTA stock, worth $312,541. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,461
Previous 9,292
23.34%
Holding current value
$312,541
Previous $248 Million
29.01%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio