CPA Asset Management Group, LLC
Position in SVOL — Simplify Volatility Premium ETF
CIK 1963967
WEST PALM BEACH, FL
All Filings in SVOL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 SVOL | $314,586 | 17,304 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 SVOL | $809,874 | 38,955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 SVOL | $838,959 | 38,204 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 SVOL | $473,052 | 21,062 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 SVOL | $315,313 | 13,915 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||