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Simplify Exchange Traded Fun shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7k 150 51.48
2024-06-30 $15k 300 50.36

More positions owned by Rothschild Investment

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Blackstone Stock (BX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Costco Whsl Corp Stock (COST)
Abbvie Stock (ABBV)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Amgen Stock (AMGN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)

View all positions for Rothschild Investment

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