Simplify Exchange Traded Fun shares owned by Charter Trust
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 309k | 50.35 |
| 2025-06-30 | $15M | 298k | 50.09 |
| 2025-03-31 | $14M | 279k | 50.14 |
| 2024-12-31 | $8.5M | 171k | 49.69 |
| 2024-09-30 | $2.6M | 50k | 51.48 |
| 2024-06-30 | $13M | 265k | 50.36 |
| 2024-03-31 | $9.8M | 192k | 50.91 |