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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

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Quarterly 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