Simplify Exchange Traded Fun shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 85k | 21.96 |
| 2024-06-30 | $2.1M | 92k | 22.46 |
| 2024-03-31 | $2.0M | 90k | 22.66 |
| 2023-12-31 | $2.0M | 90k | 22.78 |
| 2023-09-30 | $2.3M | 102k | 22.51 |
| 2023-06-30 | $2.3M | 99k | 22.95 |
More positions owned by Captrust Financial Advisors
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