Longview Financial Advisors, Inc. CTA Holdings History
Longview Financial Advisors, Inc.'s Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Longview Financial Advisors, Inc. held 198,428.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $5.87 Mil. This investment constitutes 5.04% of their stock portfolio, and Longview Financial Advisors, Inc. now holds 0.56% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2023Q4. And since then Longview Financial Advisors, Inc. has made 5 purchases of CTA, at an average price of $26.45, for a total of 198,428.00 shares. Based on historical transaction data and CTA's current price of $28.04, Longview Financial Advisors, Inc.'s estimated gain on his CTA holdings is $314,752.02, reflecting a 6.00% gain to date.
Longview Financial Advisors, Inc. CTA ($28.04) Holding Chart
Longview Financial Advisors, Inc. CTA ($28.04) 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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