Simplify Exchange Traded Fun shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi 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 Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $51k | 1.0k | 50.91 |
2023-12-31 | $47k | 900 | 51.69 |