Capital A Wealth Management, LLC CTA Holdings History
Capital A Wealth Management, LLC's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 290,509.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $8.60 Mil. This investment constitutes 9.01% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.78% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2025Q1. And since then Capital A Wealth Management, LLC has made 1 purchases of CTA, at an average price of $29.06, for a total of 290,509.00 shares. Based on historical transaction data and CTA's current price of $28.41, Capital A Wealth Management, LLC's estimated gain on his CTA holdings is $-189,034.21, reflecting a -2.24% gain to date.
Capital A Wealth Management, LLC CTA ($28.41) Holding Chart
Capital A Wealth Management, LLC CTA ($28.41) 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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