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Simplify Exchange Traded Fun shares owned by First American Trust

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by First American Trust from 13F filings

Historical chart of First American Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by First American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by First American Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 116k 50.91

More positions owned by First American Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Alerian Commodities Etf (AMLP)
Alphabet Common Stock (GOOGL)
SPDR Unit Investment (LGLV)
Eli Lilly & Co Common Stock (LLY)
Jpmorgan Chase & Co Common Stock (JPM)
First American Financial Common Stock (FAF)
Meta Platforms Common Stock (META)
Vanguard Unit Investment (VTV)
Abbott Laboratories Common Stock (ABT)
Visa Inc-class A Common Stock (V)
Emerson Electric Common Stock (EMR)
Oracle Corp Common Stock (ORCL)

View all positions for First American Trust

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Stephens
CI Investments
TMD Wealth Management
Peak Financial Advisors
Charter Trust
Aprio Wealth Management
Park Edge Advisors
Pekin, Singer Strauss Asset Management
Commonwealth Equity Services
First American Trust
Andina Capital Management
Almanack Investment Partners
Mount Lucas Management Corporation
First Manhattan

View all funds holding Simplify Exchange Traded Fun