CAPSTONE WEALTH MANAGEMENT GROUP, LLC TUA Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 151,560.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $3.33 Mil. This investment constitutes 1.9% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.43% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.
The initial trade took place in 2025Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of TUA, at an average price of $21.46, for a total of 151,560.00 shares. Based on historical transaction data and TUA's current price of $21.70, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his TUA holdings is $36,374.40, reflecting a 1.12% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TUA ($21.70) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC TUA ($21.70) 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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