Gladstone Institutional Advisory »

Simplify Health Care Etf shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Simplify Health Care Etf (PINK) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Simplify Health Care Etf

Tip: Access up to 7 years of quarterly data

All positions including Simplify Health Care Etf held by Gladstone Institutional Advisory 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 Health Care Etf by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 111k 27.34
2023-09-30 $2.8M 110k 25.11
2023-06-30 $2.7M 101k 26.54

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Simplify Health Care Etf

LPL Financial
Lee, Danner & Bass
Stifel Financial
Gladstone Institutional Advisory
TAP Consulting
Fortis Group Advisors
Advisor Group Holdings
U.S. Capital Wealth Advisors
CIBC World Markets
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Jane Street
Citadel Advisors
D. E. Shaw & Co
HighTower Advisors

View all funds holding Simplify Health Care Etf