Aprio Wealth Management, LLC TUA Holdings History
Aprio Wealth Management, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 901,742.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $19.81 Mil. This investment constitutes 2.48% of their stock portfolio, and Aprio Wealth Management, LLC now holds 2.57% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.
The initial trade took place in 2024Q1. And since then Aprio Wealth Management, LLC has made 4 purchases of TUA, at an average price of $22.20, for a total of 1.21 Mil shares. In addition, there have been 1 sales at an average price of $21.46 for 304,252.00 shares. Based on historical transaction data and TUA's current price of $21.71, Aprio Wealth Management, LLC's estimated gain on his TUA holdings is $-663,289.06, reflecting a -2.48% gain to date.
Aprio Wealth Management, LLC TUA ($21.71) Holding Chart
Aprio Wealth Management, LLC TUA ($21.71) 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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