Whalen Wealth Management Inc. CTA Holdings History
Whalen Wealth Management Inc.'s Simplify Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 310,696.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $9.20 Mil. This investment constitutes 6.13% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.88% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.
The initial trade took place in 2024Q4. And since then Whalen Wealth Management Inc. has made 2 purchases of CTA, at an average price of $28.30, for a total of 310,696.00 shares. Based on historical transaction data and CTA's current price of $28.08, Whalen Wealth Management Inc.'s estimated gain on his CTA holdings is $-68,138.68, reflecting a -0.77% gain to date.
Whalen Wealth Management Inc. CTA ($28.08) Holding Chart
Whalen Wealth Management Inc. CTA ($28.08) 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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