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Simplify Exchange Traded Fun shares owned by FSA Wealth Management

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

Historical chart of FSA 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 FSA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 1.0k 21.96

More positions owned by FSA Wealth Management

Ishares Russell 1000 Growth Etf Equity (IWF)
Ishares Russell 1000 Value Etf Equity (IWD)
Vanguard Ftse Developed Markets Etf Equity (VEA)
Ishares Russell Mid Cap Growth Etf Equity (IWP)
Ishares Russell Mid Cap Value Etf Equity (IWS)
Ishares Russell 2000 Growth Etf Equity (IWO)
Ishares Russell 2000 Value Etf Equity (IWN)
Vanguard Ftse Emerging Markets Etf Equity (VWO)
Ishares Core Msci Totl Intl Stck Etf Equity (IXUS)
Apple Equity (AAPL)
Tesla Equity (TSLA)
Spdr S&p Dividend Etf Equity (SDY)
Microsoft Corp Equity (MSFT)
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)
Casella Waste Sys Inc Class A Equity (CWST)

View all positions for FSA Wealth Management

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
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Cumberland Partners
Parkside Investments
AE Wealth Management
One Capital Management
3EDGE Asset Management
Arete Wealth Advisors
Visionary Wealth Advisors
Smith Anglin Financial
Captrust Financial Advisors
Mount Lucas Management Corporation

View all funds holding Simplify Exchange Traded Fun