Number of Shares
244,229.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
1.04%
Total Estimate Gain
$39,076.64
% of Total Estimate Gain
0.75%

Fortis Group Advisors, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary

As of 2025-03-31, Fortis Group Advisors, LLC held 244,229.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $5.37 Mil. This investment constitutes 1.04% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.7% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.

The initial trade took place in 2025Q1. And since then Fortis Group Advisors, LLC has made 1 purchases of TUA, at an average price of $21.46, for a total of 244,229.00 shares. Based on historical transaction data and TUA's current price of $21.62, Fortis Group Advisors, LLC's estimated gain on his TUA holdings is $39,076.64, reflecting a 0.75% gain to date.

Fortis Group Advisors, LLC TUA ($21.62) Holding Chart

Fortis Group Advisors, LLC TUA ($21.62) 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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