Simplify Exchange Traded Fun shares owned by Fort Sheridan Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Fort Sheridan Advisors
from 13F filings
Historical chart of Fort Sheridan Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Fort Sheridan Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Fort Sheridan Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.9M | 120k | 49.46 |
| 2025-12-31 | $764k | 15k | 50.41 |
| 2025-09-30 | $587k | 12k | 50.35 |
| 2025-06-30 | $252k | 5.0k | 50.09 |