Simplify Exchange Traded Fun shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $337k | 11k | 29.48 |
2024-09-30 | $406k | 14k | 28.88 |
2024-06-30 | $396k | 14k | 27.67 |
2024-03-31 | $389k | 15k | 26.49 |
2023-12-31 | $413k | 16k | 25.26 |
2023-09-30 | $256k | 11k | 24.37 |