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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

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025250k300k350k400k12k14k16k
Value ($)Share countHistorical HEQT position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

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