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Simplify Exchange Traded Fun shares owned by FMA Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by FMA Wealth Management from 13F filings

Historical chart of FMA Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by FMA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $718k 29k 24.95
2023-12-31 $345k 15k 23.60

More positions owned by FMA Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus Mdcp Val Etf (IWS)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Harbor Etf Trust Internatnal Comp (OSEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 2000 Val Etf (IWN)
John Hancock Exchange Traded Multifactor Mi (JHMM)

View all positions for FMA Wealth Management

Top funds holding Simplify Exchange Traded Fun

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Wealth Enhancement Advisory Services
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New York Life Investment Management
Royal Bank of Canada
FMA Wealth Management
Nwam
H D Vest Advisory Services

View all funds holding Simplify Exchange Traded Fun