Legacy Capital Group California »

Simplify Exchange Traded Fun shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 91k 24.56

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Private Advisor
Richard P Slaughter Associates
Astor Investment Management
Advisor Group Holdings
Peak Financial Advisors
AE Wealth Management
Flagship Harbor Advisors
Jane Street
Orion Portfolio Solutions
Branch Banking & Trust Company
3EDGE Asset Management
Simplify Asset Management
Propel Bio Management
BlackDiamond Wealth Management

View all funds holding Simplify Exchange Traded Fun