Ohe Financial »

Simplify Exchange Traded Fun shares owned by Ohe Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Ohe Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $0 14k 0.00
2024-09-30 $736k 14k 51.48

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Index Fund Etf (BND)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

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