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Simplify Exchange Traded Fun shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) 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
2024-09-30 $496k 20k 24.68

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Peak Financial Advisors
Park Edge Advisors
AE Wealth Management
Encompass More Asset Management
Lloyd Advisory Services
Kestra Advisory Services
Jane Street
Ferguson Shapiro
Legacy Wealth Managment
Legacy Investment Solutions
Redhawk Wealth Advisors
Mid-American Wealth Advisory Group
Nwam
Atria Wealth Solutions

View all funds holding Simplify Exchange Traded Fun