A detailed history of Integrated Wealth Concepts LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 62,836 shares of DFEB stock, worth $2.53 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
62,836
Previous 60,300 4.21%
Holding current value
$2.53 Million
Previous $2.26 Million 8.72%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$37.32 - $39.11 $94,643 - $99,182
2,536 Added 4.21%
62,836 $2.46 Million
Q4 2023

Feb 13, 2024

SELL
$33.83 - $37.5 $16,915 - $18,750
-500 Reduced 0.82%
60,300 $2.26 Million
Q2 2023

Aug 15, 2023

BUY
$33.47 - $35.37 $297,883 - $314,793
8,900 Added 17.15%
60,800 $2.15 Million
Q1 2023

May 03, 2023

SELL
$32.49 - $34.07 $199,066 - $208,746
-6,127 Reduced 10.56%
51,900 $1.75 Million
Q3 2022

Nov 14, 2022

SELL
$32.98 - $35.26 $9,399 - $10,049
-285 Reduced 0.49%
58,027 $1.9 Million
Q4 2021

Feb 15, 2022

BUY
$34.25 - $35.24 $182,792 - $188,075
5,337 Added 10.07%
58,312 $2.06 Million
Q3 2021

Nov 15, 2021

SELL
$34.0 - $34.68 $7,650 - $7,803
-225 Reduced 0.42%
52,975 $1.81 Million
Q1 2021

May 13, 2021

BUY
$32.18 - $33.19 $1.71 Million - $1.77 Million
53,200 New
53,200 $1.77 Million

Others Institutions Holding DFEB

About FT TR ETF VIII FT CBOE VEST US


  • Ticker DFEB
  • Sector ETFs
  • Industry ETFs
More about DFEB
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.