Wealth Enhancement Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 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 10,273 shares of CTA stock, worth $269,049. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,273
Previous 67,158
84.7%
Holding current value
$269,049
Previous $1.68 Million
83.52%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$7.52 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.46 Million5.54% of portfolio
-
Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.32 Million3.38% of portfolio