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| Name: |
CPA Asset Management LLC |
| City: |
WEST PALM BEACH |
| State: |
FL |
| Zip: |
33401 |
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data |
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| Holdings
Found :
3 |
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New Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RSP |
Guggenheim ETF Trust - Gugg... |
64 |
New |
$168.04 |
$289,000 |
1,832 |
0.18% |
289,000 |
1,832 |
0.001 |
Closed - End Fund - E... |
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DFUS |
Dimensional U S Equity Etf |
67 |
New |
$57.62 |
$258,000 |
4,974 |
0.16% |
258,000 |
4,974 |
0.001 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
71 |
New |
$110.39 |
$230,000 |
2,126 |
0.14% |
230,000 |
2,126 |
0 |
Closed - End Fund - E... |
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