Simplify Exchange Traded Fun shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth 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 Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by Keudell/Morrison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $15M | 519k | 28.88 |
2024-06-30 | $14M | 506k | 27.67 |
2024-03-31 | $11M | 428k | 26.49 |
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