Bison Wealth, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$1,034,389
-84.2%
45,952
-83.9%
0.20%
-83.5%
Q2 2023$6,547,505
+27181.3%
285,294
+26316.1%
1.22%
+8578.6%
Q2 2022$24,0001,0800.01%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q4 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 1,010,530$23,191,6626.04%
PACIFIC FINANCIAL GROUP INC 182,149$4,180,3222.74%
Worth Asset Management, LLC 116,025$2,662,7732.03%
Bison Wealth, LLC 285,294$6,547,5051.22%
Cumberland Partners Ltd 250,399$5,746,6570.53%
Simplify Asset Management Inc. 119,401$2,740,2530.36%
Blueprint Investment Partners LLC 28,049$643,7250.23%
Collaborative Wealth Managment Inc. 16,787$385,2720.23%
OneDigital Investment Advisors LLC 339,070$7,781,6570.17%
Ausdal Financial Partners, Inc. 51,748$1,187,6170.16%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders