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Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $529k 20k 26.92
2024-03-31 $610k 25k 24.95
2023-12-31 $867k 37k 23.60
2023-09-30 $623k 23k 27.55