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Simplify Health Care Etf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Simplify Health Care Etf (PINK) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Simplify Health Care Etf

Tip: Access up to 7 years of quarterly data

All positions including Simplify Health Care Etf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Health Care Etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 11k 30.92
2023-12-31 $285k 10k 27.34
2023-09-30 $274k 11k 25.11
2023-06-30 $294k 11k 26.54

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Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Simplify Health Care Etf

Lee, Danner & Bass
Gladstone Institutional Advisory
TAP Consulting
Stifel Financial
Fortis Group Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Vontobel Holding
Janney Montgomery Scott
Private Advisor
Perigon Wealth Management
H D Vest Advisory Services
Royal Bank of Canada

View all funds holding Simplify Health Care Etf