Number of Shares
175,000.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
67.23%
Total Estimate Gain
$-155,750.00
% of Total Estimate Gain
-3.65%

Wisdom Short Duration Income Fund's Simplify Treasury Option Income ETF Holding Summary

As of 2025-04-30, Wisdom Short Duration Income Fund held 175,000.00 shares of Simplify Treasury Option Income ETF(BUCK), totaling $4.15 Mil. This investment constitutes 67.23% of their stock portfolio, and Wisdom Short Duration Income Fund now holds 1.22% of the outstanding Simplify Treasury Option Income ETF(BUCK) stock.

The initial trade took place in 2025Q2. And since then Wisdom Short Duration Income Fund has made 1 purchases of BUCK, at an average price of $24.40, for a total of 175,000.00 shares. Based on historical transaction data and BUCK's current price of $23.51, Wisdom Short Duration Income Fund's estimated gain on his BUCK holdings is $-155,750.00, reflecting a -3.65% gain to date.

Wisdom Short Duration Income Fund BUCK ($23.51) Holding Chart

Wisdom Short Duration Income Fund BUCK ($23.51) 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 %

Top Ranked Articles

  • 1