Aprio Wealth Management, LLC MTBA Holdings History
Aprio Wealth Management, LLC's Simplify MBS ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 296,048.00 shares of Simplify MBS ETF(MTBA), totaling $14.84 Mil. This investment constitutes 1.86% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.94% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q1. And since then Aprio Wealth Management, LLC has made 5 purchases of MTBA, at an average price of $50.63, for a total of 296,048.00 shares. Based on historical transaction data and MTBA's current price of $49.87, Aprio Wealth Management, LLC's estimated gain on his MTBA holdings is $-223,666.86, reflecting a -1.49% gain to date.
Aprio Wealth Management, LLC MTBA ($49.87) Holding Chart
Aprio Wealth Management, LLC MTBA ($49.87) 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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