Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial 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 LPL Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $11M | 368k | 28.88 |
2024-06-30 | $8.7M | 315k | 27.67 |
2024-03-31 | $3.1M | 116k | 26.49 |
2023-09-30 | $432k | 18k | 24.37 |