Simplify Exchange Traded Fun shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio 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 Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 304k | 21.87 |
| 2025-06-30 | $6.9M | 314k | 22.03 |
| 2025-03-31 | $20M | 902k | 21.97 |
| 2024-12-31 | $26M | 1.2M | 21.22 |
| 2024-09-30 | $24M | 1.1M | 22.99 |
| 2024-06-30 | $21M | 986k | 21.32 |
| 2024-03-31 | $19M | 857k | 21.87 |