CPA Asset Management LLC SVOL Holdings History
CPA Asset Management LLC's Simplify Volatility Premium ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held - shares of Simplify Volatility Premium ETF(SVOL), totaling N/A. This investment constitutes 0% of their stock portfolio, and CPA Asset Management LLC now holds 0% of the outstanding Simplify Volatility Premium ETF(SVOL) stock.
The initial trade took place in 2024Q1. And since then CPA Asset Management LLC has made 4 purchases of SVOL, at an average price of $22.48, for a total of 38,955.00 shares. In addition, there have been 2 sales at an average price of $18.94 for 38,955.00 shares. Based on historical transaction data and SVOL's current price of $17.77, CPA Asset Management LLC's estimated gain on his SVOL holdings is $-137,865.70, reflecting a -15.74% gain to date.
CPA Asset Management LLC SVOL ($17.77) Holding Chart
CPA Asset Management LLC SVOL ($17.77) 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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