EVERGREEN CAPITAL MANAGEMENT LLC MTBA Holdings History
EVERGREEN CAPITAL MANAGEMENT LLC's Simplify MBS ETF Holding Summary
As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 1.06 Mil shares of Simplify MBS ETF(MTBA), totaling $53.09 Mil. This investment constitutes 1.78% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 3.37% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q1. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 4 purchases of MTBA, at an average price of $50.65, for a total of 1.13 Mil shares. In addition, there have been 1 sales at an average price of $50.34 for 69,800.00 shares. Based on historical transaction data and MTBA's current price of $50.01, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his MTBA holdings is $-706,895.57, reflecting a -1.24% gain to date.
EVERGREEN CAPITAL MANAGEMENT LLC MTBA ($50.01) Holding Chart
EVERGREEN CAPITAL MANAGEMENT LLC MTBA ($50.01) 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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