A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,001 shares of CTA stock, worth $334,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,001
Previous 10,273 16.82%
Holding current value
$334,587
Previous $276,000 13.04%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$25.73 - $27.07 $44,461 - $46,776
1,728 Added 16.82%
12,001 $312,000
Q2 2024

Jul 16, 2024

SELL
$25.27 - $28.23 $1.44 Million - $1.61 Million
-56,885 Reduced 84.7%
10,273 $276,000
Q1 2024

Apr 15, 2024

BUY
$23.53 - $25.79 $1.58 Million - $1.73 Million
67,158 New
67,158 $1.68 Million
Q3 2023

Nov 13, 2023

BUY
$24.98 - $27.64 $767,660 - $849,404
30,731 New
30,731 $846,000

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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