Wt Wealth Management Simplify Exch Traded Fds Simpl Transaction History
Wt Wealth Management
- $391 Million
- Q3 2024
A detailed history of Wt Wealth Management transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Wt Wealth Management holds 11,720 shares of CTA stock, worth $334,723. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,720Holding current value
$334,723% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
101Shares Held
6.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
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Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.47 Million1.05% of portfolio