Longview Financial Advisors, Inc. TUA Holdings History
Number of Shares
11,478.00
Current Holdings Value*
$252,180.00
% of Portfolio
0.22%
Total Estimate Gain
$-251,099.68
% of Total Estimate Gain
-2.56%
Longview Financial Advisors, Inc.'s Simplify Short Term Treasury Futures Strategy ETF Holding Summary
As of 2025-03-31, Longview Financial Advisors, Inc. held 11,478.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $252,180.00. This investment constitutes 0.22% of their stock portfolio, and Longview Financial Advisors, Inc. now holds 0.04% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $21.66 for 429,137.00 shares. Based on historical transaction data and TUA's current price of $21.62, Longview Financial Advisors, Inc.'s estimated gain on his TUA holdings is $-251,099.68, reflecting a -2.56% gain to date.
Longview Financial Advisors, Inc. TUA ($21.62) Holding Chart
Longview Financial Advisors, Inc. 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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