Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 373k | 21.87 |
| 2025-06-30 | $13M | 589k | 22.03 |
| 2025-03-31 | $12M | 536k | 21.97 |
| 2024-12-31 | $5.3M | 248k | 21.22 |
| 2024-09-30 | $9.0M | 390k | 22.99 |
| 2024-06-30 | $3.9M | 181k | 21.32 |
| 2024-03-31 | $4.2M | 193k | 21.87 |
| 2023-09-30 | $1.6M | 74k | 21.84 |