Morling Financial Advisors, LLC MTBA Holdings History
Morling Financial Advisors, LLC's Simplify MBS ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 300,403.00 shares of Simplify MBS ETF(MTBA), totaling $15.06 Mil. This investment constitutes 5.18% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.96% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q4. And since then Morling Financial Advisors, LLC has made 2 purchases of MTBA, at an average price of $50.31, for a total of 300,403.00 shares. Based on historical transaction data and MTBA's current price of $49.96, Morling Financial Advisors, LLC's estimated gain on his MTBA holdings is $-106,609.09, reflecting a -0.71% gain to date.
Morling Financial Advisors, LLC MTBA ($49.96) Holding Chart
Morling Financial Advisors, LLC MTBA ($49.96) 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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