Whalen Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 310,696 shares of CTA stock, worth $8.42 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
310,696
Previous 123,740 151.09%
Holding current value
$8.42 Million
Previous $3.45 Billion 166.48%
% of portfolio
6.13%
Previous 2.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$27.81 - $30.21 $5.2 Million - $5.65 Million
186,956 Added 151.09%
310,696 $9.2 Billion
Q4 2024

Jan 17, 2025
BUY
$25.8 - $28.97 $3.19 Million - $3.58 Million
123,740 New
123,740 $3.45 Billion

Others Institutions Holding CTA

# of Institutions
171
Shares Held
17.5M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

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