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 $1.54 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
58,763
Previous 69,370
15.29%
Holding current value
$1.54 Million
Previous $1.91 Million
27.47%
% of portfolio
0.09%
Previous 0.13%
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