Simplify Exchange Traded Fun shares owned by Sage Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Sage Advisory Services
from 13F filings
Historical chart of Sage Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Sage Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Sage Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $472k | 22k | 21.34 |
| 2024-06-30 | $472k | 22k | 21.34 |
| 2024-03-31 | $446k | 20k | 21.89 |
| 2023-12-31 | $492k | 21k | 23.15 |