Nelson, Van Denburg & Campbell Wealth Management »

Simplify Exchange Traded Fun shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0k 220 22.66
2023-12-31 $5.0k 220 22.78
2023-09-30 $5.0k 220 22.51

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Simplify Exchange Traded Fun

Cumberland Partners
Peak Financial Advisors
AlphaStar Capital Management
AE Wealth Management
Commonwealth Equity Services
Citadel Advisors
Castleview Partners
Captrust Financial Advisors
Smith Anglin Financial
Arete Wealth Advisors
Lakeview Capital Partners
Jane Street
Park Edge Advisors
Ausdal Financial Partners
HBW Advisory Services

View all funds holding Simplify Exchange Traded Fun