Simplify Exchange Traded Fun shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Stratos Wealth Advisors 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $752k | 17k | 44.80 |
| 2023-12-31 | $512k | 13k | 40.00 |
| 2023-09-30 | $1.5M | 16k | 95.51 |
| 2023-06-30 | $888k | 14k | 62.78 |
| 2023-03-31 | $783k | 13k | 60.95 |
| 2022-12-31 | $902k | 13k | 71.62 |
| 2022-09-30 | $1.3M | 19k | 68.19 |
| 2022-06-30 | $1.3M | 23k | 56.45 |