Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 314k | 20.71 |
| 2025-06-30 | $10M | 498k | 20.64 |
| 2025-03-31 | $9.4M | 442k | 21.15 |
| 2024-12-31 | $9.4M | 455k | 20.63 |
| 2024-09-30 | $10M | 469k | 21.71 |
| 2024-06-30 | $4.2M | 202k | 20.76 |
| 2024-03-31 | $4.8M | 225k | 21.43 |