Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INTMD TERM TRSRY
-
Total 13F shares
-
2,499,297
-
Share change
-
-362,425
-
Total reported value
-
$40,132,451
-
Price per share
-
$13.35
-
Number of holders
-
17
-
Value change
-
-$156,862
-
Number of buys
-
5
-
Number of sells
-
16
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,499,297 shares.
The largest 10 holders included
WJ Interests, LLC, Lloyd Advisory Services, LLC., AE Wealth Management LLC, JANE STREET GROUP, LLC, STAPP WEALTH MANAGEMENT, PLLC, BlackDiamond Wealth Management, LLC, BANK OF MONTREAL /CAN/, Great Lakes Retirement, Inc., Simplify Asset Management Inc., and CITADEL ADVISORS LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.