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Simplify Exchange Traded Fun shares owned by Nwam

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

Historical chart of Nwam investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Nwam

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 100k 21.71
2024-03-31 $2.1M 102k 20.84

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
United Parcel Service CL B (UPS)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Nwam

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
LPL Financial
Andina Capital Management
Park Edge Advisors
Principal Securities
Nwam
International Assets Investment Management
SFG Wealth Management
H D Vest Advisory Services
Napa Wealth Management
Old Mission Capital
Jane Street
Envestnet Asset Management
Legacy Wealth Managment

View all funds holding Simplify Exchange Traded Fun