Cpa Asset Management LLC Simplify ETF Simplify Volatili Transaction History
Cpa Asset Management LLC
- $207 Billion
- Q3 2024
A detailed history of Cpa Asset Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Cpa Asset Management LLC holds 38,204 shares of SVOL stock, worth $830,172. This represents 0.41% of its overall portfolio holdings.
Number of Shares
38,204
Previous 21,062
81.39%
Holding current value
$830,172
Previous $473 Million
77.35%
% of portfolio
0.41%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
74Shares Held
4.17MCall Options Held
5KPut Options Held
5.7K-
Resources Investment Advisors, Llc. Overland Park, KS784KShares$17 Million0.23% of portfolio
-
Peak Financial Advisors LLC480KShares$10.4 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.61 Million0.01% of portfolio
-
Parkside Investments, LLC305KShares$6.63 Million1.03% of portfolio
-
Cumberland Partners LTD Toronto, A6301KShares$6.55 Million0.54% of portfolio