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Simplify Exchange Traded Fun shares owned by We Are One Seven

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by We Are One Seven consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by We Are One Seven

Quarter filed Position value Share count Share price at filing
2024-09-30 $774k 34k 22.99

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for We Are One Seven

Top funds holding Simplify Exchange Traded Fun

Hollencrest Securities
Ferguson Shapiro
AE Wealth Management
Aprio Wealth Management
Ancora Advisors
Gladstone Institutional Advisory
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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