Simplify Exchange Traded Fun shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $219k | 4.3k | 50.41 |
| 2024-12-31 | $4.6M | 93k | 49.69 |
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