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 $1.56 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
58,763
Previous 69,370
15.29%
Holding current value
$1.56 Million
Previous $1.91 Million
27.47%
% of portfolio
0.09%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
54Shares Held
2.61MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC520KShares$13.8 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC375KShares$9.95 Million1.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC333KShares$8.84 Million0.0% of portfolio
-
Peak Financial Advisors LLC273KShares$7.24 Million5.09% of portfolio
-
Miracle Mile Advisors, LLC164KShares$4.35 Million0.1% of portfolio