Simplify Exchange Traded Fun shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.8M | 175k | 27.67 |
| 2024-03-31 | $3.4M | 127k | 26.49 |
| 2023-12-31 | $3.1M | 122k | 25.26 |
| 2023-09-30 | $2.4M | 98k | 24.37 |
| 2023-06-30 | $2.0M | 81k | 24.81 |
| 2023-03-31 | $1.4M | 58k | 23.63 |
| 2022-12-31 | $975k | 43k | 22.57 |
| 2022-09-30 | $168k | 7.4k | 22.72 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory