Simplify Exchange Traded Fun shares owned by Atlas Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Atlas Financial Advisors
from 13F filings
Historical chart of Atlas Financial Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Atlas Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Atlas Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $318k | 12k | 26.22 |
| 2023-06-30 | $376k | 14k | 27.31 |
| 2023-03-31 | $494k | 19k | 25.58 |
| 2022-12-31 | $469k | 19k | 24.25 |
| 2022-09-30 | $18M | 682k | 26.45 |
| 2022-06-30 | $21M | 779k | 26.47 |
| 2022-03-31 | $15M | 475k | 31.34 |
| 2021-12-31 | $13M | 399k | 33.26 |