Simplify Exchange Traded Fun shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 133k | 21.87 |
| 2025-06-30 | $3.5M | 160k | 22.03 |
| 2025-03-31 | $5.4M | 248k | 21.97 |
| 2024-12-31 | $5.6M | 266k | 21.22 |
| 2024-09-30 | $11M | 457k | 22.99 |
| 2024-06-30 | $5.5M | 259k | 21.32 |
| 2024-03-31 | $5.9M | 272k | 21.87 |
| 2023-12-31 | $2.9M | 124k | 23.15 |
More positions owned by Gladstone Institutional Advisory
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