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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

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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

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Spdr Ser Tr Aerospace Def (XAR)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Oneok (OKE)
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Wisdomtree Tr Intrst Rate Hdge (AGZD)
Costco Wholesale Corporation (COST)
First Hawaiian (FHB)

View all positions for Lee Financial Group Hawaii

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