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Simplify Exchange Traded Fun shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond 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 BlackDiamond 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $787k 56k 13.99
2024-03-31 $1.1M 86k 13.35
2023-12-31 $1.2M 86k 13.52

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Eafe Grwth Etf (EFG)
Costco Wholesale Corporation (COST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
AE Wealth Management
WJ Interests
Lloyd Advisory Services
Stapp Wealth Management, P
Howard Bailey Securities
Great Lakes Retirement
BlackDiamond Wealth Management
Elevated Capital Advisors
Old Mission Capital
Authentikos Wealth Advisory
Hilltop Holdings
Citadel Advisors
Professional Financial Advisors
Tcfg Wealth Management

View all funds holding Simplify Exchange Traded Fun