Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 560k | 23.09 |
| 2025-06-30 | $14M | 556k | 24.23 |
| 2025-03-31 | $11M | 486k | 21.94 |
| 2024-12-31 | $12M | 498k | 23.02 |
| 2024-09-30 | $13M | 542k | 23.45 |
| 2024-06-30 | $17M | 705k | 24.30 |
| 2024-03-31 | $16M | 659k | 24.40 |
More positions owned by WealthPlan Investment Management
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