Simplify Exchange Traded Fun shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 100k | 20.30 |
| 2024-09-30 | $1.8M | 82k | 21.75 |
| 2024-06-30 | $539k | 24k | 22.70 |
More positions owned by Diversify Advisory Services
View all positions for Diversify Advisory Services