Hilton Capital Management, LLC MTBA Holdings History
Hilton Capital Management, LLC's Simplify MBS ETF Holding Summary
As of 2025-03-31, Hilton Capital Management, LLC held 1.15 Mil shares of Simplify MBS ETF(MTBA), totaling $57.71 Mil. This investment constitutes 4.9% of their stock portfolio, and Hilton Capital Management, LLC now holds 3.66% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q3. And since then Hilton Capital Management, LLC has made 2 purchases of MTBA, at an average price of $50.74, for a total of 1.26 Mil shares. In addition, there have been 1 sales at an average price of $50.34 for 107,493.00 shares. Based on historical transaction data and MTBA's current price of $49.90, Hilton Capital Management, LLC's estimated gain on his MTBA holdings is $-1.01 Mil, reflecting a -1.59% gain to date.
Hilton Capital Management, LLC MTBA ($49.90) Holding Chart
Hilton Capital Management, LLC MTBA ($49.90) 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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