Benjamin Edwards »

Simplify Exchange Traded Fun shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Simplify Exchange Traded Fun

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 41k 51.48

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Bb Rat Corp Bd (HYBB)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Home Depot (HD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
McDonald's Corporation (MCD)

View all positions for Benjamin Edwards

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
Proficio Capital Partners
Leuthold Weeden Capital Management
Tortoise Investment Management

View all funds holding Simplify Exchange Traded Fun