Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $9.8M | 332k | 29.43 |
2022-09-30 | $1.5M | 56k | 26.46 |
2022-06-30 | $982k | 37k | 26.48 |
2022-03-31 | $786k | 25k | 31.35 |
2021-12-31 | $358k | 11k | 33.29 |