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Simplify Exchange Traded Fun shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Simplify Exchange Traded Fun

May 2024Jul 2024Sep 2024Nov 2024Jan 2025110k120k130k400045005000
Value ($)Share countHistorical HEQT position of Nelson, Van Denburg … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $108k 3.7k 29.48
2024-09-30 $106k 3.7k 28.88
2024-06-30 $116k 4.2k 27.67
2024-03-31 $130k 4.9k 26.49