Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 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 16,393 shares of CTA stock, worth $429,332. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,393
Previous 14,403
13.82%
Holding current value
$429,332
Previous $359,000
22.84%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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