Integrated Wealth Concepts LLC Cambridge Bancorp Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$79.74 - $85.4 $39,870 - $42,700
-500 Reduced 15.93%
2,639 $210,000
Q2 2022

Aug 08, 2022
SELL
$77.91 - $87.41 $38,955 - $43,705
-500 Reduced 13.74%
3,139 $260,000
Q4 2021

Feb 15, 2022
SELL
$85.05 - $96.59 $85,475 - $97,072
-1,005 Reduced 21.64%
3,639 $341,000
Q3 2021

Nov 15, 2021
BUY
$80.03 - $88.0 $371,659 - $408,672
4,644 New
4,644 $409,000

Others Institutions Holding CATC

# of Institutions
10
Shares Held
948K
Call Options Held
0
Put Options Held
0
View Full List

About CAMBRIDGE BANCORP

CATC Quotes by TradingView
  • Ticker CATC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 7,007,110
  • Description
  • Cambridge Bancorp operates as the bank holding company for Cambridge Trust Company that provides commercial and consumer banking, and investment management and trust services. The company accepts various deposits, such as checking, savings, money market, trust, and individual retirement accounts; and time and demand deposits, and certificates of...
More about CATC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email