Wfa Of San Diego, LLC Simplify Exch Traded Fds Simpl Transaction History
Wfa Of San Diego, LLC
- $109 Million
- Q2 2024
A detailed history of Wfa Of San Diego, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 98 shares of CTA stock, worth $2,585. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98Holding current value
$2,585% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
63Shares Held
2.96MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$12.9 Million0.15% of portfolio
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Clear Creek Financial Management, LLC385KShares$10.2 Million1.28% of portfolio
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Lpl Financial LLC Fort Mill, SC287KShares$7.57 Million0.0% of portfolio
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Peak Financial Advisors LLC285KShares$7.51 Million5.54% of portfolio
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Longview Financial Advisors, Inc. Huntsville, AL165KShares$4.35 Million3.38% of portfolio