Narwhal Capital Management »

Simplify Exchange Traded Fun shares owned by Narwhal Capital Management

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

Historical chart of Narwhal 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 Narwhal 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 Narwhal Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 48k 51.48
2024-06-30 $1.7M 34k 50.36

More positions owned by Narwhal Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Vulcan Materials Company (VMC)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Ishares Tr S&p 500 Val Etf (IVE)
Goldman Sachs (GS)

View all positions for Narwhal 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