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Simplify Exchange Traded Fun shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $328k 13k 25.50
2023-03-31 $342k 15k 23.42
2022-12-31 $440k 17k 26.01

More positions owned by ProVise Management Group

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JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard World Mega Cap Index (MGC)
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Amazon (AMZN)
Oracle Corporation (ORCL)
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Vanguard Index Fds Mid Cap Etf (VO)
Philip Morris International (PM)

View all positions for ProVise Management Group

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