Aspen Wealth Strategies, LLC CTA Holdings History
Aspen Wealth Strategies, LLC's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 177,069.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $5.24 Mil. This investment constitutes 3.44% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.47% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2025Q1. And since then Aspen Wealth Strategies, LLC has made 1 purchases of CTA, at an average price of $29.06, for a total of 177,069.00 shares. Based on historical transaction data and CTA's current price of $27.72, Aspen Wealth Strategies, LLC's estimated gain on his CTA holdings is $-237,272.46, reflecting a -4.61% gain to date.
Aspen Wealth Strategies, LLC CTA ($27.72) Holding Chart
Aspen Wealth Strategies, LLC CTA ($27.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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