Simplify Exchange Traded Fun shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $652k | 31k | 20.79 |
| 2024-09-30 | $667k | 30k | 21.96 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $510k | 23k | 22.66 |
| 2023-12-31 | $341k | 15k | 22.68 |
| 2023-09-30 | $305k | 14k | 22.51 |