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Simplify Exchange Traded Fun shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 1.1k 21.96

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

Top funds holding Simplify Exchange Traded Fun

Resources Investment Advisors
Peak Financial Advisors
Cumberland Partners
Commonwealth Equity Services
Jane Street
AE Wealth Management
Renaissance Technologies
One Capital Management
Captrust Financial Advisors
3EDGE Asset Management
Smith Anglin Financial
Citadel Advisors
Visionary Wealth Advisors
CoreCap Advisors
Andina Capital Management

View all funds holding Simplify Exchange Traded Fun