Simplify Exchange Traded Fun shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Legacy Wealth Managment 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 Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 26k | 23.85 |
| 2025-06-30 | $525k | 22k | 23.64 |
| 2025-03-31 | $559k | 23k | 24.68 |
| 2024-12-31 | $716k | 29k | 24.76 |
| 2024-09-30 | $790k | 32k | 24.63 |