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Simplify Exchange Traded Fun shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $759 31 24.52
2024-06-30 $743 30 24.77
2024-03-31 $741 30 24.73

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci China Etf (MCHI)
Ishares Tr Core Total Usd (IUSB)

View all positions for Richard W. Paul & Associates

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
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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