Upper Left Wealth Management, LLC CTA Holdings History
Upper Left Wealth Management, LLC's Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 99,735.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $2.67 Mil. This investment constitutes 1.78% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.26% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2025Q1. And since then Upper Left Wealth Management, LLC has made 1 purchases of CTA, at an average price of $29.06, for a total of 122,924.00 shares. In addition, there have been 1 sales at an average price of $27.81 for 23,189.00 shares. Based on historical transaction data and CTA's current price of $27.23, Upper Left Wealth Management, LLC's estimated gain on his CTA holdings is $-211,501.30, reflecting a -5.92% gain to date.
Upper Left Wealth Management, LLC CTA ($27.23) Holding Chart
Upper Left Wealth Management, LLC CTA ($27.23) 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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