Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $997k | 43k | 23.32 |
| 2025-03-31 | $961k | 42k | 22.94 |
| 2024-12-31 | $828k | 38k | 21.81 |
| 2024-09-30 | $936k | 39k | 23.74 |
| 2024-06-30 | $971k | 42k | 22.97 |
| 2024-03-31 | $988k | 43k | 22.92 |
| 2023-12-31 | $819k | 36k | 22.81 |
| 2023-09-30 | $495k | 23k | 21.60 |
More positions owned by H D Vest Advisory Services
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