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Simplify Exchange Traded Fun shares owned by FMA Wealth Management

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

Historical chart of FMA 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 FMA 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 FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 40k 26.00
2024-06-30 $972k 36k 26.92
2024-03-31 $718k 29k 24.95
2023-12-31 $345k 15k 23.60