Simplify Exchange Traded Fun shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 564k | 28.87 |
| 2024-06-30 | $15M | 546k | 27.68 |
| 2024-03-31 | $14M | 542k | 26.48 |
| 2023-12-31 | $14M | 547k | 25.26 |
| 2023-09-30 | $13M | 549k | 24.37 |
| 2023-06-30 | $9.9M | 398k | 24.81 |
| 2023-03-31 | $14B | 573k | 23629.74 |
| 2022-12-31 | $23M | 963k | 23.72 |