Tortoise Investment Management, LLC MTBA Holdings History
Tortoise Investment Management, LLC's Simplify MBS ETF Holding Summary
As of 2025-03-31, Tortoise Investment Management, LLC held 332,501.00 shares of Simplify MBS ETF(MTBA), totaling $16.67 Mil. This investment constitutes 1.74% of their stock portfolio, and Tortoise Investment Management, LLC now holds 1.06% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q2. And since then Tortoise Investment Management, LLC has made 4 purchases of MTBA, at an average price of $51.03, for a total of 332,501.00 shares. Based on historical transaction data and MTBA's current price of $49.87, Tortoise Investment Management, LLC's estimated gain on his MTBA holdings is $-384,550.49, reflecting a -2.27% gain to date.
Tortoise Investment Management, LLC MTBA ($49.87) Holding Chart
Tortoise Investment Management, LLC MTBA ($49.87) 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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