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Simplify Exchange Traded Fun shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Simplify Exchange Traded Fun

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20255M10M15M0200k400k600k800k
Value ($)Share countHistorical HEQT position of Captrust Financial Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 55k 29.48
2024-09-30 $1.6M 55k 28.88
2024-06-30 $2.0M 74k 27.67
2024-03-31 $2.0M 74k 26.49
2023-12-31 $1.9M 74k 25.26
2023-09-30 $1.8M 76k 24.37
2023-06-30 $2.0M 80k 24.81
2023-03-31 $8.2M 348k 23.63
2022-12-31 $17M 772k 22.57