Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) 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 |
|---|---|---|---|
| 2026-06-30 | $2.2k | 53 | 41.30 |
| 2022-09-30 | $9.3M | 352k | 26.45 |
| 2022-06-30 | $8.1M | 307k | 26.47 |
| 2022-03-31 | $6.8M | 217k | 31.34 |
| 2021-12-31 | $5.2M | 157k | 33.26 |
| 2021-09-30 | $2.3M | 76k | 30.43 |
More positions owned by Integrated Wealth Concepts
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