Simplify Exchange Traded Fun shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Stratos 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 144k | 26.49 |
| 2023-12-31 | $3.4M | 137k | 25.26 |
| 2023-09-30 | $3.3M | 136k | 24.37 |
| 2023-06-30 | $3.3M | 134k | 24.81 |