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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

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Quarterly 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

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
World Gold Tr Spdr Gld Minis (GLDM)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Eli Lilly & Co. (LLY)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Feltz Wealth PLAN
Keudell/Morrison Wealth Management
CWM
Financial Enhancement
LPL Financial
WealthPlan Investment Management
Ameritas Advisory Services
Arq Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Smith, Moore & Co.
Steward Partners Investment Advisory
Stratos Wealth Advisors
Lionsbridge Wealth Management

View all funds holding Simplify Exchange Traded Fun