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