Simplify Exchange Traded Fun shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 129k | 23.66 |
| 2025-06-30 | $2.7M | 114k | 23.89 |
| 2025-03-31 | $3.0M | 119k | 25.53 |
| 2024-12-31 | $2.6M | 104k | 25.10 |
| 2024-09-30 | $2.8M | 111k | 25.33 |
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