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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

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Quarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $819k 36k 22.81
2023-09-30 $495k 23k 21.60

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Simplify Exchange Traded Fun

Park Edge Advisors
Simplify Asset Management
Commonwealth Equity Services
H D Vest Advisory Services
Cambridge Investment Research Advisors
Relyea Zuckerberg Hanson
Steward Partners Investment Advisory
IFP Advisors

View all funds holding Simplify Exchange Traded Fun