H D Vest Advisory Services »

Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0k 30k 0.20
2023-09-30 $96k 18k 5.30

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Wealthsource Partners
AE Wealth Management
Two Sigma Securities
H D Vest Advisory Services
UBS Group
Peter B. Cannell & Co
Koshinski Asset Management
Tucker Asset Management

View all funds holding Simplify Exchange Traded Fun