Number of Shares
219,040.00
Current Holdings Value*
$5.41 Mil
% of Portfolio
1.51%
Total Estimate Gain
$-202,504.84
% of Total Estimate Gain
-3.75%

Elevated Capital Advisors, LLC's Simplify Treasury Option Income ETF Holding Summary

As of 2025-03-31, Elevated Capital Advisors, LLC held 219,040.00 shares of Simplify Treasury Option Income ETF(BUCK), totaling $5.41 Mil. This investment constitutes 1.51% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 1.58% of the outstanding Simplify Treasury Option Income ETF(BUCK) stock.

The initial trade took place in 2024Q2. And since then Elevated Capital Advisors, LLC has made 4 purchases of BUCK, at an average price of $24.63, for a total of 219,040.00 shares. Based on historical transaction data and BUCK's current price of $23.71, Elevated Capital Advisors, LLC's estimated gain on his BUCK holdings is $-202,504.84, reflecting a -3.75% gain to date.

Elevated Capital Advisors, LLC BUCK ($23.71) Holding Chart

Elevated Capital Advisors, LLC BUCK ($23.71) 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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