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Simplify Exchange Traded Fun shares owned by Private Advisor

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 415k 22.99
2023-12-31 $552k 24k 23.15

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View all positions for Private Advisor

Top funds holding Simplify Exchange Traded Fun

Hollencrest Securities
Ferguson Shapiro
AE Wealth Management
Aprio Wealth Management
Ancora Advisors
Gladstone Institutional Advisory
HighTower Advisors
Private Advisor
Mid-American Wealth Advisory Group
Lloyd Advisory Services
LPL Financial
Longview Financial Advisors
Rockefeller Capital Management
Schroder Investment Management Group
WJ Interests

View all funds holding Simplify Exchange Traded Fun