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
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simplify Exchange Traded Fun by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Integrated Wealth Concepts