CRDT

Simplify Opprtunistic Income

Latest period2024 - Q4Total superinvestors2

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 2 superinvestors own shares of Simplify Opprtunistic Income (CRDT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Opprtunistic Income (CRDT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Opprtunistic Income (CRDT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Opprtunistic Income (CRDT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -6.22%
0.08%
$2.615M
104,193 shares@ 25.1 avg price
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
Recent Activity
New Position
0.56%
$938,941
37,408 shares@ 25.11 avg price