A detailed history of Integrated Wealth Concepts LLC transactions in Global X Fds stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,483 shares of BOTZ stock, worth $348,769. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,483
Previous 10,657 1.63%
Holding current value
$348,769
Previous $328,000 2.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$27.68 - $32.27 $4,816 - $5,614
-174 Reduced 1.63%
10,483 $337,000
Q2 2024

Aug 14, 2024

BUY
$28.65 - $31.95 $23,321 - $26,007
814 Added 8.27%
10,657 $328,000
Q1 2024

May 15, 2024

SELL
$26.84 - $32.89 $284,369 - $348,469
-10,595 Reduced 51.84%
9,843 $313,000
Q4 2023

Feb 13, 2024

SELL
$22.34 - $28.72 $5,607 - $7,208
-251 Reduced 1.21%
20,438 $582,000
Q3 2023

Nov 15, 2023

BUY
$24.12 - $30.13 $31,283 - $39,078
1,297 Added 6.69%
20,689 $511,000
Q2 2023

Aug 15, 2023

BUY
$24.5 - $29.72 $266,756 - $323,591
10,888 Added 128.03%
19,392 $557,000
Q1 2023

May 03, 2023

BUY
$20.65 - $25.5 $175,607 - $216,852
8,504 New
8,504 $217,000
Q4 2021

Feb 15, 2022

SELL
$34.68 - $39.83 $206,692 - $237,386
-5,960 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$32.76 - $39.39 $2,588 - $3,111
-79 Reduced 1.31%
5,960 $218,000
Q2 2021

Aug 13, 2021

BUY
$31.65 - $35.42 $191,134 - $213,901
6,039 New
6,039 $211,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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