Simplicity Wealth »

Clii shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Clii (EVGO) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Clii

Tip: Access up to 7 years of quarterly data

All positions including Clii held by Simplicity Wealth 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 Clii by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 14k 2.51

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Clii

Vanguard Group
Wellington Management Company
Millennium Management
Citadel Advisors
Marshall Wace
Goldman Sachs Group
Wells Fargo & Company
OZ Management
Bank of New York Mellon
Davy Asset Management
Allianz Asset Management
ALPS Advisors
Jane Street
UBS Group
Charles Schwab Investment Management

View all funds holding Clii