Wfa Of San Diego, LLC Simplify Exch Traded Fds Simpl Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 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 $2,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98
Previous 98
-0.0%
Holding current value
$2,728
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.4 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.2 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.1 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.23 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.09 Million5.85% of portfolio