Trek Financial, LLC TUA Holdings History
Trek Financial, LLC's Simplify Short Term Treasury Futures Strategy ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 828,162.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $18.19 Mil. This investment constitutes 1.32% of their stock portfolio, and Trek Financial, LLC now holds 2.36% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.
The initial trade took place in 2023Q1. And since then Trek Financial, LLC has made 6 purchases of TUA, at an average price of $22.71, for a total of 2.62 Mil shares. In addition, there have been 3 sales at an average price of $22.35 for 1.79 Mil shares. Based on historical transaction data and TUA's current price of $21.62, Trek Financial, LLC's estimated gain on his TUA holdings is $-1.55 Mil, reflecting a -2.61% gain to date.
Trek Financial, LLC TUA ($21.62) Holding Chart
Trek Financial, LLC TUA ($21.62) 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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