Stegent Equity Advisors, Inc. CTA Holdings History
Stegent Equity Advisors, Inc.'s Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Stegent Equity Advisors, Inc. held 28,493.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $843,390.00. This investment constitutes 0.86% of their stock portfolio, and Stegent Equity Advisors, Inc. now holds 0.08% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2022Q2. And since then Stegent Equity Advisors, Inc. has made 3 purchases of CTA, at an average price of $26.64, for a total of 164,058.00 shares. In addition, there have been 3 sales at an average price of $27.44 for 135,565.00 shares. Based on historical transaction data and CTA's current price of $28.43, Stegent Equity Advisors, Inc.'s estimated gain on his CTA holdings is $158,516.47, reflecting a 3.63% gain to date.
Stegent Equity Advisors, Inc. CTA ($28.43) Holding Chart
Stegent Equity Advisors, Inc. CTA ($28.43) 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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