Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 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 61,867 shares of CTA stock, worth $1.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

61,867

Previous 29,355 110.75%

Holding current value

$1.84 Million

Previous $763,000 126.08%

% of portfolio

0.05%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.8 - $28.97 $838,809 - $941,872	32,512 Added 110.75%	61,867 $1.73 Million
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

115

Shares Held

8.61M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Wealthcare Advisory Partners LLC Simplify Exch Traded Fds Simpl Transaction History