Simplify Exchange Traded Fun shares owned by Family Management Corporation
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 195k | 50.35 |
| 2025-06-30 | $10M | 199k | 50.09 |
| 2025-03-31 | $10M | 206k | 50.14 |
| 2024-12-31 | $10M | 209k | 49.69 |
| 2024-09-30 | $9.0M | 175k | 51.48 |
| 2024-06-30 | $8.2M | 162k | 50.36 |
| 2024-03-31 | $13M | 252k | 50.91 |
| 2023-12-31 | $14M | 278k | 51.69 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation