Stapp Wealth Management, P »

Simplify Exchange Traded Fun shares owned by Stapp Wealth Management, P

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

Historical chart of Stapp Wealth Management, P investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Stapp Wealth Management, P consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Stapp Wealth Management, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 225k 13.35
2023-12-31 $3.0M 211k 14.21
2023-09-30 $2.6M 201k 12.71
2023-06-30 $2.9M 200k 14.70
2023-03-31 $3.2M 196k 16.27
2022-12-31 $211k 14k 15.13
2022-09-30 $215k 14k 15.24