Wfa Of San Diego, LLC Simplify Exch Traded Fds Simpl Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
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 1,329 shares of CTA stock, worth $38,474. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,329
Previous 98
1256.12%
Holding current value
$38,474
Previous $2,000
1650.0%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
196Shares Held
27.6MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.61MShares$75.6 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$66.6 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$50 Million0.0% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$45.5 Million18.37% of portfolio
-
Ae Wealth Management LLC1.2MShares$34.7 Million0.27% of portfolio