Simplify Exchange Traded Fun shares owned by Private Advisor
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $563k | 23k | 24.95 |
| 2023-12-31 | $1.4M | 61k | 23.60 |
| 2023-09-30 | $2.0M | 72k | 27.55 |
| 2023-06-30 | $1.9M | 76k | 25.66 |
| 2023-03-31 | $1.9M | 80k | 23.42 |
| 2022-12-31 | $1.4M | 52k | 25.83 |
| 2022-09-30 | $2.4M | 82k | 29.33 |
| 2022-06-30 | $1.0M | 37k | 27.44 |