Wealth Enhancement Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
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
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.4 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.2 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.1 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.24 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.11 Million5.85% of portfolio