Number of Shares
267,770.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-66,565.50
% of Total Estimate Gain
-0.98%

B.O.S.S. Retirement Advisors, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 267,770.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $5.88 Mil. This investment constitutes 1.71% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.84% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.

The initial trade took place in 2023Q2. And since then B.O.S.S. Retirement Advisors, LLC has made 6 purchases of TUA, at an average price of $21.99, for a total of 310,114.00 shares. In addition, there have been 2 sales at an average price of $22.40 for 42,344.00 shares. Based on historical transaction data and TUA's current price of $21.68, B.O.S.S. Retirement Advisors, LLC's estimated gain on his TUA holdings is $-66,565.50, reflecting a -0.98% gain to date.

B.O.S.S. Retirement Advisors, LLC TUA ($21.68) Holding Chart

B.O.S.S. Retirement Advisors, LLC TUA ($21.68) 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 %

Top Ranked Articles

  • 1