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Simplify Exchange Traded Fun shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 9.4k 25.26
2023-09-30 $289k 12k 24.37
2023-06-30 $312k 13k 24.81
2023-03-31 $302k 13k 23.63

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun