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Simplify Exchange Traded Fun shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $251k 12k 20.64
2025-03-31 $228k 11k 21.15

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View all positions for Atria Wealth Solutions

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
Stadion Money Management
AE Wealth Management
Great Diamond Partners
Park Edge Advisors
Beacon Capital Management
LPL Financial
Financial Enhancement
J Hagan Capital
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
H D Vest Advisory Services
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun