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Simplify Exchange Traded Fun shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $940k 18k 51.47

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Intl (IDEV)
Doubleline Etf Trust Opportunistic Bd (DBND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Beckerman Institutional

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun