Harmony Asset Management »

Simplify Exchange Traded Fun shares owned by Harmony Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Harmony Asset Management from 13F filings

Historical chart of Harmony Asset Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Harmony Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Harmony Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $253k 10k 25.26

More positions owned by Harmony Asset Management

Apple (AAPL)
Dover Corporation (DOV)
CBOE Holdings (CBOE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Novo Nordisk Sponsored Adr (NVO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Home Depot (HD)
Applied Materials (AMAT)
Chevron Corporation (CVX)
Exxon Mobil Corporation (XOM)
American Tower Reit (AMT)
Adobe Systems Incorporated (ADBE)

View all positions for Harmony Asset Management

Top funds holding Simplify Exchange Traded Fun

Feltz Wealth PLAN
WealthPlan Investment Management
CWM
HighTower Advisors
Commonwealth Equity Services
Arq Wealth Advisors
Portside Wealth Group
Orion Portfolio Solutions
Stratos Wealth Advisors
Prosperity Consulting Group
Steward Partners Investment Advisory
Lionsbridge Wealth Management
Ameritas Advisory Services
Wealth Enhancement Advisory Services
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun