Straight Path Wealth Management
Position in TUA — Simplify Short Term Treasury Futures Strategy ETF
CIK 1902506
Jenison, MI
All Filings in TUA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TUA | $684,631 | 32,447 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 TUA | $688,783 | 31,447 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 TUA | $651,988 | 29,812 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 TUA | $651,713 | 29,583 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 TUA | $612,589 | 27,883 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 TUA | $536,866 | 25,300 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 TUA | $407,497 | 17,725 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 TUA | $377,897 | 17,725 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 TUA | $281,576 | 12,875 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||