Integrated Wealth Concepts LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Integrated Wealth Concepts LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$26.55 - $32.72 $15,478 - $19,075	-583 Reduced 6.52%	8,357 $268,000
Q3 2023 Nov 15, 2023	SELL	$27.79 - $30.65 $9,448 - $10,421	-340 Reduced 3.66%	8,940 $252,000
Q2 2023 Aug 15, 2023	SELL	$26.6 - $29.16 $20,189 - $22,132	-759 Reduced 7.56%	9,280 $267,000
Q1 2023 May 03, 2023	BUY	$27.3 - $32.13 $42,396 - $49,897	1,553 Added 18.3%	10,039 $287,000
Q4 2022 Feb 13, 2023	BUY	$28.09 - $30.5 $238,371 - $258,823	8,486 New	8,486 $241,000

Q1 2022 May 12, 2022	SELL	N/A	-12,640 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	N/A	-660 Reduced 4.96%	12,640 $415,000
Q3 2021 Nov 15, 2021	BUY	N/A	13,300 New	13,300 $410,000

345

29.8M

50.7K

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.