Simplify Exchange Traded Fun shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $650k | 30k | 21.96 |
| 2024-06-30 | $570k | 25k | 22.46 |
| 2024-03-31 | $410k | 18k | 22.66 |
| 2023-12-31 | $382k | 17k | 22.78 |
| 2023-09-30 | $378k | 17k | 22.51 |
| 2023-06-30 | $385k | 17k | 22.95 |
| 2023-03-31 | $360k | 17k | 21.75 |
| 2022-12-31 | $357k | 16k | 21.90 |
| 2022-09-30 | $330k | 16k | 20.87 |
| 2022-06-30 | $341k | 15k | 22.18 |
| 2021-12-31 | $403k | 15k | 26.96 |
| 2021-03-31 | $365k | 15k | 24.42 |
More positions owned by Collaborative Wealth Managment
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