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Simplify Exchange Traded Fun shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 5.3k 50.43
2025-06-30 $267k 5.3k 49.95
2025-03-31 $265k 5.3k 49.50
2024-12-31 $263k 5.3k 49.22

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)

View all positions for Wedmont Private Capital

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
CI Investments
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun