Simplify Exchange Traded Fun shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern 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 Modern Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $320k | 15k | 21.26 |