Simplify Exchange Traded Fun shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $317k | 17k | 18.39 |
| 2025-03-31 | $304k | 17k | 18.18 |
| 2024-12-31 | $342k | 16k | 20.79 |
| 2024-09-30 | $352k | 16k | 21.96 |
| 2024-06-30 | $308k | 14k | 22.46 |