Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $597k | 11k | 52.34 |
| 2024-09-30 | $435k | 11k | 41.12 |
| 2024-06-30 | $684k | 14k | 47.85 |
| 2024-03-31 | $2.7M | 60k | 44.80 |
| 2023-09-30 | $2.1M | 22k | 95.51 |
| 2023-06-30 | $1.8M | 29k | 62.78 |
| 2023-03-31 | $3.2M | 53k | 60.95 |
| 2022-12-31 | $3.5M | 48k | 71.62 |
| 2022-09-30 | $3.8M | 56k | 68.19 |
| 2022-06-30 | $2.8M | 50k | 56.46 |
| 2021-12-31 | $659k | 18k | 37.54 |
| 2021-09-30 | $353k | 8.7k | 40.71 |
More positions owned by Integrated Wealth Concepts
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