Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $9.9M | 360k | 27.67 |
2024-03-31 | $9.6M | 364k | 26.49 |
2023-12-31 | $9.0M | 355k | 25.26 |
2023-09-30 | $8.6M | 351k | 24.37 |
2023-06-30 | $6.3M | 253k | 24.81 |
2023-03-31 | $8.6M | 366k | 23.63 |
2022-12-31 | $23M | 962k | 23.62 |
2022-09-30 | $23M | 962k | 23.79 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management