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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

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025550k600k650k700k24k26k28k30k32k
Value ($)Share countHistorical CDX position of SFG Wealth Management Source: stockzoa.comValue ($)Share count

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