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Simplify Exchange Traded Fun shares owned by LPL Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 439k 23.45
2024-06-30 $11M 461k 24.30
2024-03-31 $7.0M 286k 24.40

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Wells Fargo & Company
WealthPlan Investment Management
Envestnet Asset Management
LPL Financial
3EDGE Asset Management
Astor Investment Management
Principal Securities
Arq Wealth Advisors
Advisor Group Holdings
Feltz Wealth PLAN
Orion Portfolio Solutions
Jane Street
Branch Banking & Trust Company
BlackDiamond Wealth Management

View all funds holding Simplify Exchange Traded Fun