Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $408k | 16k | 25.26 |
2023-09-30 | $403k | 17k | 24.37 |
2023-06-30 | $182k | 7.3k | 24.81 |
2023-03-31 | $76k | 3.2k | 23.63 |
2022-12-31 | $70k | 3.1k | 22.30 |
2022-09-30 | $19k | 812 | 22.86 |
2022-06-30 | $11k | 462 | 23.81 |
2022-03-31 | $11k | 462 | 23.81 |
2021-12-31 | $12k | 462 | 25.97 |