Private Trust Co Na »

Simplify Exchange Traded Fun shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 1.6k 23.85
2025-06-30 $72k 3.1k 23.64
2025-03-31 $100k 4.1k 24.68

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Alphabet Inc Class C cs (GOOG)
Abbvie (ABBV)
SPDR DJ Wilshire Large Cap Growth (SPYG)

View all positions for Private Trust Co Na

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Beacon Capital Management
Kestra Advisory Services
Elevated Capital Advisors
POM Investment Strategies
RiverTree Advisors
Park Edge Advisors
Wedbush Morgan Securities
CLS Investments
Envestnet Asset Management
Change Path
Steward Partners Investment Advisory
Principal Securities
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun