Integrated Wealth Concepts LLC Simplify Exchange Traded Fds T Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 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
Sector ETFs
Industry ETFs

Track This Portfolio

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.