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
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $769k | 29k | 26.74 |
| 2025-03-31 | $796k | 27k | 29.60 |
| 2024-12-31 | $606k | 22k | 27.89 |
| 2024-09-30 | $501k | 19k | 26.00 |
| 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 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services