Pasadena Private Wealth, LLC CTA Holdings History
Pasadena Private Wealth, LLC's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 540,935.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $16.01 Mil. This investment constitutes 3.08% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 1.44% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2024Q4. And since then Pasadena Private Wealth, LLC has made 2 purchases of CTA, at an average price of $28.42, for a total of 540,935.00 shares. Based on historical transaction data and CTA's current price of $27.72, Pasadena Private Wealth, LLC's estimated gain on his CTA holdings is $-379,268.96, reflecting a -2.47% gain to date.
Pasadena Private Wealth, LLC CTA ($27.72) Holding Chart
Pasadena Private Wealth, 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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