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Simplify Exchange Traded Fun shares owned by Straight Path Wealth Management

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

Historical chart of Straight Path Wealth 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 Straight Path Wealth 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 5.2k 51.48
2024-06-30 $260k 5.2k 50.36
2024-03-31 $214k 4.2k 50.91

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Straight Path Wealth 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