MONEY CONCEPTS CAPITAL CORP CTA Holdings History
MONEY CONCEPTS CAPITAL CORP's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 172,366.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $5.10 Mil. This investment constitutes 0.38% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0.49% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2022Q3. And since then MONEY CONCEPTS CAPITAL CORP has made 3 purchases of CTA, at an average price of $28.75, for a total of 274,657.00 shares. In addition, there have been 4 sales at an average price of $27.63 for 102,291.00 shares. Based on historical transaction data and CTA's current price of $28.41, MONEY CONCEPTS CAPITAL CORP's estimated gain on his CTA holdings is $-173,446.63, reflecting a -2.20% gain to date.
MONEY CONCEPTS CAPITAL CORP CTA ($28.41) Holding Chart
MONEY CONCEPTS CAPITAL CORP CTA ($28.41) 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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