Whalen Wealth Management Inc. MTBA Holdings History
Whalen Wealth Management Inc.'s Simplify MBS ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 79,548.00 shares of Simplify MBS ETF(MTBA), totaling $3.99 Mil. This investment constitutes 2.66% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.25% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of MTBA, at an average price of $49.93, for a total of 79,548.00 shares. Based on historical transaction data and MTBA's current price of $50.04, Whalen Wealth Management Inc.'s estimated gain on his MTBA holdings is $8,750.28, reflecting a 0.22% gain to date.
Whalen Wealth Management Inc. MTBA ($50.04) Holding Chart
Whalen Wealth Management Inc. MTBA ($50.04) 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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