Wealthsource Partners, LLC Simplify Exchange Traded Fds T Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Simplify Exchange Traded Fds T stock. As of the latest transaction made, Wealthsource Partners, LLC holds 166,999 shares of CYA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166,999
Previous 196,951 15.21%
Holding current value
$0
Previous $1.04 Million 96.84%
% of portfolio
0.0%
Previous 0.07%

Shares

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

Jan 12, 2024
SELL
$0.2 - $5.96 $5,990 - $178,513
-29,952 Reduced 15.21%
166,999 $33,000
Q3 2023

Nov 09, 2023
BUY
$4.18 - $6.54 $534,726 - $836,629
127,925 Added 185.33%
196,951 $1.04 Million
Q2 2023

Aug 14, 2023
SELL
$5.84 - $9.22 $10,371 - $16,374
-1,776 Reduced 2.51%
69,026 $403,000
Q1 2023

May 15, 2023
SELL
$9.31 - $11.7 $7,913 - $9,945
-850 Reduced 1.19%
70,802 $659,000
Q4 2022

Feb 09, 2023
SELL
$11.69 - $14.64 $157,908 - $197,757
-13,508 Reduced 15.86%
71,652 $837,000
Q3 2022

Nov 14, 2022
BUY
N/A
64,369 Added 309.6%
85,160 $1.96 Million
Q2 2022

Aug 10, 2022
BUY
N/A
20,791 New
20,791 $416,000

Others Institutions Holding CYA

# of Institutions
3
Shares Held
191K
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS T

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