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
Download as csv Download as ExcelQuarterly 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 |