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Simplify Exchange Traded Fun shares owned by Crewe Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Simplify Exchange Traded Fun

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00127.172k27.1725k27.173k27.1735k27.174k13061,306.513071,307.51308
Value ($)Share countHistorical SVOL position of Crewe Advisors Source: stockzoa.comValue ($)Share count

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All positions including Simplify Exchange Traded Fun held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $27k 1.3k 20.79

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NVIDIA Corporation (NVDA)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr National Mun Etf (MUB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Peak Financial Advisors
Legacy Investment Solutions
Legacy Wealth Managment
Beacon Capital Management
Cumberland Partners
Parkside Investments
Commonwealth Equity Services
Citadel Advisors
Jane Street
Morgan Stanley
AlphaStar Capital Management
Visionary Wealth Advisors
Diversify Advisory Services
Arete Wealth Advisors

View all funds holding Simplify Exchange Traded Fun