SEC 13F Intelligence

Tmd Wealth Management, LLC / CRDT

Tmd Wealth Management, LLC’s Simplify Exchange Traded Fun Position

Does Tmd Wealth Management, LLC own Simplify Exchange Traded Fun (CRDT)? Yes — 1.92M shares worth $48M (+10.41% of its 13F portfolio) as of Q2 2024, up from 1.84M shares the prior filed quarter.

Position Value
$48M
Q2 2024
Shares
1.92M
% of Portfolio
+10.41%
Quarters Held
5
currently held

Position History CRDT

Reported value by quarter
Q2 ’23: $37MQ2 ’23Q3 ’23: $49MQ3 ’23Q4 ’23: $50MQ4 ’23Q1 ’24: $46MQ1 ’24Q2 ’24: $48MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.92M$48M+10.41%
Q1 20241.84M$46M+10.77%
Q4 20231.93M$50M+12.93%
Q3 20231.92M$49M+13.91%
Q2 20231.47M$37M+9.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of CRDT.