Lee Financial Group Hawaii »

Simplify Exchange Traded Fun shares owned by Lee Financial Group Hawaii

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Lee Financial Group Hawaii from 13F filings

Historical chart of Lee Financial Group Hawaii investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lee Financial Group Hawaii consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Lee Financial Group Hawaii

Quarter filed Position value Share count Share price at filing
2024-03-31 $577k 26k 22.66
2023-12-31 $548k 24k 22.78

More positions owned by Lee Financial Group Hawaii

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Spdr Ser Tr Aerospace Def (XAR)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Oneok (OKE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Costco Wholesale Corporation (COST)
First Hawaiian (FHB)

View all positions for Lee Financial Group Hawaii

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
Legacy Wealth Managment
Peak Financial Advisors
Citadel Advisors
Commonwealth Equity Services
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