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Simplify Exchange Traded Fun shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 73k 26.00

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Fs Kkr Capital Corp (FSK)
Meta Platforms Cl A (META)
Spotify Technology S A SHS (SPOT)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
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LPL Financial
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Atria Investments
AE Wealth Management
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View all funds holding Simplify Exchange Traded Fun