Simplify Exchange Traded Fun shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial 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 Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 22k | 50.41 |
| 2025-09-30 | $559k | 11k | 50.35 |
| 2025-06-30 | $556k | 11k | 50.09 |
| 2025-03-31 | $557k | 11k | 50.14 |
| 2024-12-31 | $552k | 11k | 49.69 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors