Wealth Enhancement Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

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 84,576 shares of CTA stock, worth $2.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

84,576

Previous 33,641 151.41%

Holding current value

$2.45 Million

Previous $990,000 128.38%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$26.61 - $29.9 $1.36 Million - $1.52 Million	50,935 Added 151.41%	84,576 $2.26 Million
Q1 2025 Apr 16, 2025	BUY	$27.81 - $30.21 $646,777 - $702,593	23,257 Added 223.97%	33,641 $990,000
Q4 2024 Mar 17, 2025	SELL	$25.8 - $28.97 $41,718 - $46,844	-1,617 Reduced 13.47%	10,384 $289,000
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

# of Institutions

196

Shares Held

24.7M

Call Options Held

36.9K

Put Options Held

15.6K

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Simplify Exch Traded Fds Simpl Transaction History