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Simplify Exchange Traded Fun shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Whittier Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 4.9k 49.68
2024-09-30 $253k 4.9k 51.47
2024-06-30 $248k 4.9k 50.36

More positions owned by Whittier Trust

Nvidia Corp Us Large-cap Equities (NVDA)
Apple Computer Us Large-cap Equities (AAPL)
Microsoft Corp Us Large-cap Equities (MSFT)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
SPDR TR S&P 500 Etf Equity (SPY)
Amazon Us Large-cap Equities (AMZN)
Ishares S&p 500 Index Etf Equity (IVV)
Broadcom Us Large-cap Equities (AVGO)
J P Morgan Chase & Co Us Large-cap Equities (JPM)
Visa Inc Com Cl A Us Large-cap Equities (V)
Meta Platforms Inc Cl A Us Large-cap Equities (META)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Eaton Corp Us Large-cap Equities (ETN)
Servicenow Us Large-cap Equities (NOW)

View all positions for Whittier Trust

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