Wealthsource Partners, LLC Simplify Exch Traded Fds Simpl Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wealthsource Partners, LLC holds 58,763 shares of CTA stock, worth $1.59 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
58,763
Previous 69,370 15.29%
Holding current value
$1.59 Million
Previous $1.91 Million 27.47%
% of portfolio
0.09%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$23.52 - $27.59 $249,476 - $292,647
-10,607 Reduced 15.29%
58,763 $1.39 Million
Q3 2023

Nov 09, 2023
BUY
$24.98 - $27.64 $417,815 - $462,306
16,726 Added 31.77%
69,370 $1.91 Million
Q2 2023

Aug 14, 2023
SELL
$23.37 - $25.85 $20,752 - $22,954
-888 Reduced 1.66%
52,644 $1.34 Million
Q1 2023

May 15, 2023
BUY
$23.42 - $28.15 $20,562 - $24,715
878 Added 1.67%
53,532 $1.25 Million
Q4 2022

Feb 09, 2023
BUY
$26.01 - $30.06 $1.37 Million - $1.58 Million
52,654 New
52,654 $1.37 Million

Others Institutions Holding CTA

# of Institutions
171
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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