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Simplify Exchange Traded Fun shares owned by WealthTrust DunckerStreett

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by WealthTrust DunckerStreett from 13F filings

Historical chart of WealthTrust DunckerStreett investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by WealthTrust DunckerStreett

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5k 200 17.56
2025-09-30 $3.6k 200 18.00