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Simplify Exchange Traded Fun shares owned by CWM

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

Historical chart of CWM investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 2.2k 21.82
2024-06-30 $999 54 18.52
2024-03-31 $317k 14k 22.66
2023-12-31 $360k 16k 22.80
2023-09-30 $445k 20k 22.54
2023-06-30 $478k 21k 22.97
2023-03-31 $540k 25k 21.75