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Simplify Exchange Traded Fun shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth Advisors investment in Simplify Exchange Traded Fun

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00195.176k95.1765k95.177k95.1775k95.178k45774,577.545784,578.54579
Value ($)Share countHistorical SVOL position of FSC Wealth Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $95k 4.6k 20.79

More positions owned by FSC Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Listed Fd Tr Roundhill Magnif (MAGS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for FSC Wealth Advisors

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