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
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Axxcess 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 Axxcess Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $10M | 349k | 28.74 |
2023-09-30 | $13M | 484k | 26.22 |
2023-06-30 | $5.5M | 203k | 27.31 |