Keudell/Morrison Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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