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Oliver Lagore Vanvalin Investment Group’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio TYA Stock Details TYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-192
Closed -$2.73K – 824
2023
Q4 		$2.73K Sell
192
-88
-31% -$1.14K ﹤0.01% 597
2023
Q3 		$3.56K Sell
280
-1,028
-79% -$14.3K ﹤0.01% 609
2023
Q2 		$19.2K Buy
+1,308
New +$20.7K 0.01% 376

Other funds holding TYA

LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TYA Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2024, closing a stake of 192 shares — an estimated $2.73K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TYA in Q2 2023 and held it in 3 quarters. The position peaked at $19.2K in Q2 2023. 17 funds tracked by Wall St. Rank hold TYA as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 192 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2024, an estimated $2.73K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $19.2K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.