Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPYC) 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 |
|---|---|---|---|
| 2025-09-30 | $11M | 250k | 42.86 |
| 2025-06-30 | $9.5M | 230k | 41.32 |
| 2025-03-31 | $8.5M | 247k | 34.45 |
| 2024-12-31 | $11M | 301k | 37.42 |
| 2024-09-30 | $11M | 288k | 37.77 |
| 2024-06-30 | $10M | 280k | 36.23 |
| 2024-03-31 | $8.1M | 230k | 35.03 |
| 2023-09-30 | $7.6M | 273k | 27.83 |
| 2023-06-30 | $7.9M | 270k | 29.10 |
| 2023-03-31 | $8.2M | 304k | 26.90 |
| 2022-12-31 | $8.7M | 343k | 25.37 |
More positions owned by Integrated Wealth Concepts
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