Simplify Exchange Traded Fun shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Fiduciary Alliance 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 Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 34k | 18.00 |
| 2025-06-30 | $817k | 44k | 18.39 |
| 2025-03-31 | $894k | 49k | 18.18 |
| 2024-12-31 | $825k | 40k | 20.79 |