Number of Shares
184,766.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
4.03%
Total Estimate Gain
$-181,070.68
% of Total Estimate Gain
-3.37%

FISCHER INVESTMENT STRATEGIES, LLC's Simplify Managed Futures Strategy ETF Holding Summary

As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 184,766.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $5.47 Mil. This investment constitutes 4.03% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.49% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.

The initial trade took place in 2025Q1. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 1 purchases of CTA, at an average price of $29.06, for a total of 184,766.00 shares. Based on historical transaction data and CTA's current price of $28.08, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his CTA holdings is $-181,070.68, reflecting a -3.37% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC CTA ($28.08) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC CTA ($28.08) 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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