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Simplify Exchange Traded Fun shares owned by Nwam

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

Historical chart of Nwam investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Nwam

Quarter filed Position value Share count Share price at filing
2024-09-30 $780k 30k 26.00
2024-03-31 $711k 26k 27.08

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
United Parcel Service CL B (UPS)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Nwam

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Orion Portfolio Solutions
Envestnet Asset Management
Clear Creek Financial Management
Astor Investment Management
LPL Financial
Peak Financial Advisors
Beacon Capital Management
Longview Financial Advisors
Altiora Financial Group
Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun