Simplify Exchange Traded Fun shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $799k | 16k | 50.35 |
| 2025-06-30 | $800k | 16k | 50.09 |
| 2025-03-31 | $819k | 16k | 50.14 |
| 2024-12-31 | $834k | 17k | 49.69 |
| 2024-09-30 | $803k | 16k | 51.48 |
| 2024-06-30 | $872k | 17k | 50.36 |
| 2024-03-31 | $51k | 1.0k | 50.91 |
| 2023-12-31 | $47k | 900 | 51.69 |