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Simplify Exchange Traded Fun shares owned by TMD Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by TMD Wealth Management from 13F filings

Historical chart of TMD 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 TMD 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 TMD Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $48M 1.9M 24.74
2024-03-31 $46M 1.8M 25.14
2023-09-30 $49M 1.9M 25.41
2023-06-30 $37M 1.5M 25.04

More positions owned by TMD Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Strategic Trust Running Gwth Etf (RUNN)
Oaktree Specialty Lending Corp (OCSL)

View all positions for TMD Wealth Management

Top funds holding Simplify Exchange Traded Fun

Kovitz Investment Group Partners
TMD Wealth Management
Wealthcare Advisory Partners
Goldman Sachs Group
Jane Street
Napa Wealth Management

View all funds holding Simplify Exchange Traded Fun