Pathway Financial Advisors »

Simplify Exchange Traded Fun shares owned by Pathway Financial Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Pathway Financial Advisors from 13F filings

Historical chart of Pathway 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 Pathway Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 7.1k 33.47
2024-06-30 $230k 7.1k 32.32
2024-03-31 $221k 7.1k 31.09
2023-12-31 $205k 7.1k 28.74
2022-12-31 $312k 13k 24.25
2022-09-30 $341k 13k 26.49
2022-06-30 $341k 13k 26.49
2022-03-31 $404k 13k 31.38
2021-12-31 $379k 12k 31.57