| |
|
|
| Name: |
CPA Asset Management LLC |
| City: |
WEST PALM BEACH |
| State: |
FL |
| Zip: |
33401 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SVOL |
Simplify Volatility Premium... |
62 |
New |
$0.00 |
$315,000 |
13,915 |
0.18% |
315,000 |
13,915 |
0.155 |
N/A |
|
|
HIGH |
Simplify Enhanced Income Etf |
63 |
New |
$0.00 |
$309,000 |
12,681 |
0.17% |
309,000 |
12,681 |
0.141 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
68 |
New |
$53.96 |
$275,000 |
5,330 |
0.15% |
275,000 |
5,330 |
0 |
N/A |
|
|
TRV |
Travelers Companies Inc |
75 |
New |
$210.37 |
$224,000 |
974 |
0.13% |
224,000 |
974 |
0 |
Property & Casualty I... |
|
|
FTV |
Fortive Corp |
77 |
New |
$74.56 |
$205,000 |
2,381 |
0.11% |
205,000 |
2,381 |
0.001 |
N/A |
|
