Simplify Exchange Traded Fun shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) 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 | $4.5k | 100 | 44.80 |