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Simplify Exchange Traded Fun shares owned by First American Trust

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by First American Trust from 13F filings

Historical chart of First American 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 First American 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 First American Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.6M 152k 49.69
2024-09-30 $6.9M 134k 51.48
2024-06-30 $7.9M 157k 50.36
2024-03-31 $5.9M 116k 50.91

More positions owned by First American Trust

Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Vanguard Unit Investment (VTV)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
Eli Lilly & Co Common Stock (LLY)
First American Financial Common Stock (FAF)
Meta Platforms Common Stock (META)
Alerian Commodities Etf (AMLP)
Wal-mart Stores Common Stock (WMT)
Jpmorgan Chase & Co Common Stock (JPM)
Ishares Commodities Etf (IAU)
Oracle Corp Common Stock (ORCL)
Citigroup Common Stock (C)

View all positions for First American Trust

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun