Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

$6.69 Billion
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	N/A	250 Added 1.91%	13,346 $1.07 Million
Q2 2022 Aug 08, 2022	BUY	N/A	190 Added 1.47%	13,096 $1.1 Million
Q1 2022 May 12, 2022	SELL	N/A	-314 Reduced 2.38%	12,906 $1.23 Million
Q4 2021 Feb 15, 2022	BUY	N/A	166 Added 1.27%	13,220 $1.27 Million
Q3 2021 Nov 15, 2021	BUY	N/A	200 Added 1.56%	13,054 $1.17 Million

Q2 2021 Aug 13, 2021	SELL	N/A	-189 Reduced 1.45%	12,854 $1.16 Million
Q1 2021 May 13, 2021	BUY	N/A	943 Added 7.79%	13,043 $1.1 Million
Q4 2020 Feb 12, 2021	BUY	N/A	824 Added 7.31%	12,100 $921,000
Q3 2020 Nov 13, 2020	BUY	N/A	1,700 Added 17.75%	11,276 $743,000
Q2 2020 Jul 30, 2020	SELL	N/A	-279 Reduced 2.83%	9,576 $588,000
Q1 2020 May 18, 2020	BUY	N/A	128 Added 1.32%	9,855 $522,000
Q4 2019 Feb 20, 2020	BUY	N/A	580 Added 6.34%	9,727 $748,000
Q3 2019 Nov 15, 2019	BUY	N/A	9,147 New	9,147 $666,000

Others Institutions Holding CZA

# of Institutions

58

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

About INVESCO EXCHANGE-TRADED FD TR

Ticker CZA
Sector ETFs
Industry ETFs

Track This Portfolio

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.