INTEGRATED WEALTH CONCEPTS LLC – Simplify Interest Rate Hedge ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$3.83M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
+20.75%
quarter
Simplify Interest Rate Hedge ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.72% | 6.78K shares | 1.04M | $68.19 | 56.27K |
| Q2 2022 | share | Increase | 0.00% | 49.48K shares | 2.79M | $56.47 | 49.48K |
| Q1 2022 | share | Decrease | -100.00% | -17.55K shares | -659K | $49.84 | 0 |
| Q4 2021 | share | Increase | +102.47% | 8.88K shares | 306K | $37.74 | 17.55K |
| Q3 2021 | share | Increase | 0.00% | 8.67K shares | 353K | $40.67 | 8.67K |