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
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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 |
|---|---|---|---|
| 2025-06-30 | $15M | 490k | 30.05 |
| 2025-03-31 | $24M | 840k | 28.58 |
| 2024-12-31 | $15M | 517k | 29.48 |
| 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
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