Integrated Wealth Concepts LLC ETF Managers Tr Ai Powered Equ Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	SELL	N/A	-635 Reduced 3.49%	17,558 $0
Q2 2023 Aug 15, 2023	SELL	N/A	-746 Reduced 3.94%	18,193 $0
Q1 2023 May 03, 2023	BUY	N/A	16 Added 0.08%	18,939 $552,000
Q4 2022 Feb 13, 2023	SELL	N/A	-486 Reduced 2.5%	18,923 $539,000
Q1 2022 May 12, 2022	SELL	N/A	-329 Reduced 1.67%	19,409 $716,000
Q4 2021 Feb 15, 2022	BUY	N/A	952 Added 5.07%	19,738 $826,000
Q3 2021 Nov 15, 2021	BUY	N/A	569 Added 3.12%	18,786 $774,000
Q2 2021 Aug 13, 2021	BUY	N/A	1,952 Added 12.0%	18,217 $755,000
Q1 2021 May 13, 2021	BUY	N/A	2,612 Added 19.13%	16,265 $623,000
Q4 2020 Feb 12, 2021	BUY	N/A	3,252 Added 31.27%	13,653 $484,000
Q3 2020 Nov 13, 2020	BUY	N/A	10,401 New	10,401 $320,000

Others Institutions Holding AIEQ

# of Institutions

1

Shares Held

10

Call Options Held

0

Put Options Held

0

Baldrige Asset Management LLC

10
Shares

$0
0.0% of portfolio

About ETF MANAGERS TR AI POWERED EQU

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