116,419 Shares in Simplify MBS ETF $MTBA Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC acquired a new position in Simplify MBS ETF (NYSEARCA:MTBAFree Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 116,419 shares of the company’s stock, valued at approximately $5,869,000.

Other large investors have also recently bought and sold shares of the company. Independent Advisor Alliance bought a new stake in Simplify MBS ETF during the fourth quarter valued at about $219,000. Seelaus Asset Management LLC boosted its holdings in Simplify MBS ETF by 8.9% during the fourth quarter. Seelaus Asset Management LLC now owns 5,322 shares of the company’s stock valued at $268,000 after acquiring an additional 435 shares during the period. MGO One Seven LLC bought a new stake in Simplify MBS ETF during the fourth quarter valued at about $336,000. Sequoia Financial Advisors LLC boosted its holdings in Simplify MBS ETF by 101.7% during the fourth quarter. Sequoia Financial Advisors LLC now owns 22,391 shares of the company’s stock valued at $1,129,000 after acquiring an additional 11,291 shares during the period. Finally, Longview Financial Advisors Inc. boosted its holdings in Simplify MBS ETF by 1.2% during the fourth quarter. Longview Financial Advisors Inc. now owns 24,063 shares of the company’s stock valued at $1,213,000 after acquiring an additional 279 shares during the period.

Simplify MBS ETF Stock Performance

MTBA stock opened at $48.98 on Friday. Simplify MBS ETF has a 52-week low of $48.90 and a 52-week high of $50.88. The company has a 50-day moving average of $49.65 and a two-hundred day moving average of $50.19.

Simplify MBS ETF Profile

(Free Report)

The Simplify MBS ETF (MTBA) is an exchange-traded fund that mostly invests in investment grade fixed income. MBTA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS. MTBA was launched on Nov 6, 2023 and is issued by Simplify.

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Institutional Ownership by Quarter for Simplify MBS ETF (NYSEARCA:MTBA)

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