WFA of San Diego »

Simplify Exchange Traded Fun shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5k 98 26.00

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
AE Wealth Management
Envestnet Asset Management
Orion Portfolio Solutions
LPL Financial
Beacon Capital Management
Clear Creek Financial Management
Peak Financial Advisors
Astor Investment Management
Altiora Financial Group
Cambridge Investment Research Advisors
HighTower Advisors
Beacon Capital Management
Pasadena Private Wealth
Longview Financial Advisors

View all funds holding Simplify Exchange Traded Fun