INTEGRATED WEALTH CONCEPTS LLC – Simplify US Equity PLUS Downside Convexity ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$9.31M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-0.08%
quarter
Simplify US Equity PLUS Downside Convexity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.57% | 44.80K shares | 1.17M | $26.45 | 352.24K |
| Q2 2022 | share | Increase | +42.01% | 90.94K shares | 1.35M | $26.47 | 307.43K |
| Q1 2022 | share | Increase | +37.65% | 59.22K shares | 1.55M | $31.34 | 216.49K |
| Q4 2021 | share | Increase | +107.27% | 81.39K shares | 2.92M | $33.26 | 157.27K |
| Q3 2021 | share | Increase | 0.00% | 75.87K shares | 2.30M | $30.43 | 75.87K |