Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) 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 csvQuarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.9M | 139k | 20.64 |
| 2025-03-31 | $2.7M | 126k | 21.15 |
| 2024-12-31 | $2.4M | 117k | 20.63 |
| 2024-09-30 | $1.9M | 86k | 21.71 |
| 2024-06-30 | $1.5M | 73k | 20.76 |
| 2024-03-31 | $1.7M | 78k | 21.43 |
| 2023-12-31 | $1.4M | 64k | 22.08 |
| 2023-09-30 | $1.1M | 54k | 21.33 |
More positions owned by H D Vest Advisory Services
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