Richard W. Paul & Associates »

Simplify Exchange Traded Fun shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1k 46 22.98
2023-09-30 $764 35 21.83
2023-06-30 $159 7 22.86

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Richard W. Paul & Associates

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Citadel Advisors
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group
Herr Investment Group
Proficio Capital Partners
Ancora Advisors
Rockefeller Capital Management
Southern Farm Bureau Life Insurance
HighTower Advisors
New York State Common Retirement Fund

View all funds holding Simplify Exchange Traded Fun