Integrated Wealth Concepts LLC Simplify Exchange Traded Fds T Transaction History

Integrated Wealth Concepts LLC

$7.02 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$0.2 - $5.96 $13,932 - $415,197	-69,664 Reduced 77.08%	20,720 $4,000
Q3 2023 Nov 15, 2023	BUY	$4.18 - $6.54 $60,300 - $94,346	14,426 Added 18.99%	90,384 $479,000
Q2 2023 Aug 15, 2023	SELL	$5.84 - $9.22 $48,612 - $76,747	-8,324 Reduced 9.88%	75,958 $443,000
Q1 2023 May 03, 2023	SELL	$9.31 - $11.7 $113,526 - $142,669	-12,194 Reduced 12.64%	84,282 $784,000
Q4 2022 Feb 13, 2023	SELL	$11.69 - $14.64 $2.35 Million - $2.94 Million	-200,932 Reduced 67.56%	96,476 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	N/A	36,272 Added 13.89%	297,408 $6.84 Million
Q2 2022 Aug 08, 2022	BUY	N/A	194,639 Added 292.7%	261,136 $5.23 Million
Q1 2022 May 12, 2022	BUY	N/A	66,497 New	66,497 $1.34 Million

Others Institutions Holding CYA

# of Institutions

3

Shares Held

191K

Call Options Held

0

Put Options Held

0

About SIMPLIFY EXCHANGE TRADED FDS T

Ticker CYA
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