A detailed history of Integrated Wealth Concepts LLC transactions in American Assets Trust, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,076 shares of AAT stock, worth $483,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,076
Previous 16,688 2.33%
Holding current value
$483,080
Previous $373,000 22.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$21.79 - $27.37 $8,454 - $10,619
388 Added 2.33%
17,076 $456,000
Q1 2024

May 15, 2024

SELL
$20.8 - $23.8 $9,880 - $11,305
-475 Reduced 2.77%
16,688 $365,000
Q3 2023

Nov 15, 2023

BUY
$18.87 - $22.96 $323,865 - $394,062
17,163 New
17,163 $333,000

Others Institutions Holding AAT

About American Assets Trust, Inc.


  • Ticker AAT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 60,528,100
  • Market Cap $1.71B
  • Description
  • American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust, or REIT, headquartered in San Diego, California. The company has over 50 years of experience in acquiring, improving, developing and managing premier office, retail, and residential properties throughout the United States in s...
More about AAT
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.