Integrated Wealth Concepts LLC Simplify Exchange Traded Fds U Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Simplify Exchange Traded Fds U stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 246,784 shares of SPYC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
246,784
Previous 300,862 17.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-54,078 Reduced 17.97%
246,784 $0
Q4 2024

Feb 14, 2025
BUY
N/A
12,551 Added 4.35%
300,862 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,345 Added 2.98%
288,311 $0
Q2 2024

Aug 14, 2024
BUY
N/A
49,623 Added 21.54%
279,966 $0
Q1 2024

May 15, 2024
BUY
N/A
8,340 Added 3.76%
230,343 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-50,601 Reduced 18.56%
222,003 $0
Q3 2023

Nov 15, 2023
BUY
N/A
2,743 Added 1.02%
272,604 $0
Q2 2023

Aug 15, 2023
SELL
N/A
-33,901 Reduced 11.16%
269,861 $0
Q1 2023

May 03, 2023
SELL
N/A
-38,876 Reduced 11.35%
303,762 $8.17 Million
Q4 2022

Feb 13, 2023
BUY
N/A
342,638 New
342,638 $8.69 Million

Others Institutions Holding SPYC

# of Institutions
18
Shares Held
1.41M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS U

SPYC Quotes by TradingView
  • Ticker SPYC
More about SPYC
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email