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Simplify Exchange Traded Fun shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison 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 Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 428k 26.49

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Simplify Exchange Traded Fun

3EDGE Asset Management
Townsquare Capital
Feltz Wealth PLAN
Orion Portfolio Solutions
Keudell/Morrison Wealth Management
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Smith, Moore & Co.
Arq Wealth Advisors
Portside Wealth Group
Advisor Group Holdings
Stratos Wealth Advisors
Prosperity Consulting Group

View all funds holding Simplify Exchange Traded Fun