H D Vest Advisory Services »

Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPYC) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $243k 6.7k 36.23
2024-03-31 $234k 6.7k 35.03

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Financial Enhancement
Commonwealth Equity Services
Integrated Wealth Concepts
Old Mission Capital
Wolverine Trading
Lakeview Capital Partners
Royal Bank of Canada
H D Vest Advisory Services
CWM
IFP Advisors
Aptus Capital Advisors
Morgan Stanley

View all funds holding Simplify Exchange Traded Fun