Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 29,355 shares of CTA stock, worth $817,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,355
Previous 16,393 79.07%
Holding current value
$817,243
Previous $441,000 73.02%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2024
BUY
$25.73 - $27.07 $333,512 - $350,881
12,962 Added 79.07%
29,355 $763,000
Q2 2024

Aug 09, 2024
BUY
$25.27 - $28.23 $50,287 - $56,177
1,990 Added 13.82%
16,393 $441,000
Q1 2024

Apr 15, 2024
BUY
$23.53 - $25.79 $50,965 - $55,861
2,166 Added 17.7%
14,403 $359,000
Q4 2023

Feb 06, 2024
BUY
$23.52 - $27.59 $85,118 - $99,848
3,619 Added 41.99%
12,237 $288,000
Q3 2023

Oct 12, 2023
SELL
$24.98 - $27.64 $374 - $414
-15 Reduced 0.17%
8,618 $237,000
Q2 2023

Jul 17, 2023
BUY
$23.37 - $25.85 $201,753 - $223,163
8,633 New
8,633 $220,000

Others Institutions Holding CTA

# of Institutions
92
Shares Held
5.49M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email