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Simplify Exchange Traded Fun shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Simplify Exchange Traded Fun

Apr 2024May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 20241M1.5M2M40k60k80k
Value ($)Share countHistorical HEQT position of Mariner Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $812k 28k 28.88
2024-06-30 $1.2M 45k 27.67
2024-03-31 $2.3M 86k 26.49