Simplify Exchange Traded Fun shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealthsource Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.4M | 59k | 23.60 |
2023-09-30 | $1.9M | 69k | 27.55 |
2023-06-30 | $1.3M | 53k | 25.50 |
2023-03-31 | $1.3M | 54k | 23.42 |
2022-12-31 | $1.4M | 53k | 26.01 |