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Simplify Exchange Traded Fun shares owned by Nwam

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) 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 $572k 23k 24.58
2024-06-30 $578k 24k 24.62
2024-03-31 $589k 24k 24.75

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
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