Evergreen Capital Management »

Simplify Exchange Traded Fun shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital 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 Evergreen Capital 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 169k 50.91

More positions owned by Evergreen Capital Management

Microsoft Corporation (MSFT)
Paccar (PCAR)
Apple (AAPL)
Global X Fds Msci Norway Etf (NORW)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C Put Option (GOOG)
Enterprise Products Partners (EPD)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Index Fds Growth Etf (VUG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
JPMorgan Chase & Co. (JPM)

View all positions for Evergreen Capital Management

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