Axim Planning & Wealth CTA Holdings History
Axim Planning & Wealth's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Axim Planning & Wealth held 12,622.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $373,610.00. This investment constitutes 0.33% of their stock portfolio, and Axim Planning & Wealth now holds 0.03% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2025Q1. And since then Axim Planning & Wealth has made 1 purchases of CTA, at an average price of $29.06, for a total of 12,622.00 shares. Based on historical transaction data and CTA's current price of $27.76, Axim Planning & Wealth's estimated gain on his CTA holdings is $-16,408.60, reflecting a -4.47% gain to date.
Axim Planning & Wealth CTA ($27.76) Holding Chart
Axim Planning & Wealth CTA ($27.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
