Simplify Exchange Traded Fun shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.5M | 285k | 33.37 |
| 2024-06-30 | $13M | 388k | 32.32 |
| 2024-03-31 | $12M | 390k | 31.09 |
| 2023-12-31 | $10M | 349k | 28.74 |
| 2023-09-30 | $13M | 484k | 26.22 |
| 2023-06-30 | $5.5M | 203k | 27.31 |