Simplify Exchange Traded Fun shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Straight Path Wealth Management
from 13F filings
Historical chart of Straight Path 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 Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by Straight Path Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $408k | 18k | 22.99 |
2024-06-30 | $378k | 18k | 21.32 |
2024-03-31 | $282k | 13k | 21.87 |
More positions owned by Straight Path Wealth Management
View all positions for Straight Path Wealth Management