TCFG WEALTH MANAGEMENT, LLC CTA Holdings History
TCFG WEALTH MANAGEMENT, LLC's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 69,075.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $2.04 Mil. This investment constitutes 1.03% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.2% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2025Q1. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of CTA, at an average price of $29.06, for a total of 69,075.00 shares. Based on historical transaction data and CTA's current price of $27.72, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his CTA holdings is $-92,560.50, reflecting a -4.61% gain to date.
TCFG WEALTH MANAGEMENT, LLC CTA ($27.72) Holding Chart
TCFG WEALTH MANAGEMENT, LLC CTA ($27.72) 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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