Simplify Exchange Traded Fun shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by SFG Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $704k | 32k | 21.81 |
2024-06-30 | $528k | 23k | 22.97 |