TMD Wealth Management, LLC CRDT Holdings History
TMD Wealth Management, LLC's Simplify Opportunistic Income ETF Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 1.92 Mil shares of Simplify Opportunistic Income ETF(CRDT), totaling $47.51 Mil. This investment constitutes 10.41% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding Simplify Opportunistic Income ETF(CRDT) stock.
The initial trade took place in 2023Q2. And since then TMD Wealth Management, LLC has made 4 purchases of CRDT, at an average price of $25.10, for a total of 2.01 Mil shares. In addition, there have been 1 sales at an average price of $25.53 for 94,328.00 shares. Based on historical transaction data and CRDT's current price of $23.92, TMD Wealth Management, LLC's estimated gain on his CRDT holdings is $-2.24 Mil, reflecting a -4.43% gain to date.
TMD Wealth Management, LLC CRDT ($23.92) Holding Chart
TMD Wealth Management, LLC CRDT ($23.92) 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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