Simplify Exchange Traded Fun shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth 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 Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 415k | 50.35 |
| 2025-06-30 | $19M | 386k | 50.09 |
| 2025-03-31 | $15M | 296k | 50.14 |
| 2024-12-31 | $10M | 207k | 49.69 |
| 2024-09-30 | $9.1M | 177k | 51.48 |
| 2024-06-30 | $8.2M | 164k | 50.36 |
| 2024-03-31 | $7.6M | 150k | 50.91 |