Number of Shares
470,074.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
5.73%
Total Estimate Gain
$69,184.15
% of Total Estimate Gain
0.68%

Magnolia Private Wealth, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary

As of 2025-03-31, Magnolia Private Wealth, LLC held 470,074.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $6.96 Mil. This investment constitutes 5.73% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 1.47% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.

The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of TUA, at an average price of $21.59, for a total of 470,074.00 shares. Based on historical transaction data and TUA's current price of $21.74, Magnolia Private Wealth, LLC's estimated gain on his TUA holdings is $69,184.15, reflecting a 0.68% gain to date.

Magnolia Private Wealth, LLC TUA ($21.74) Holding Chart

Magnolia Private Wealth, LLC TUA ($21.74) 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 %

Top Ranked Articles

  • 1