A detailed history of Integrated Wealth Concepts LLC transactions in Discover Financial Services stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 26,366 shares of DFS stock, worth $4.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
26,366
Previous 27,600 4.47%
Holding current value
$4.73 Million
Previous $3.61 Million 2.44%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$123.41 - $144.72 $152,287 - $178,584
-1,234 Reduced 4.47%
26,366 $3.7 Million
Q2 2024

Aug 14, 2024

SELL
$119.57 - $130.81 $291,392 - $318,783
-2,437 Reduced 8.11%
27,600 $3.61 Million
Q1 2024

May 15, 2024

SELL
$97.0 - $131.09 $24,735 - $33,427
-255 Reduced 0.84%
30,037 $3.94 Million
Q4 2023

Feb 13, 2024

BUY
$80.49 - $112.57 $30,827 - $43,114
383 Added 1.28%
30,292 $3.4 Million
Q3 2023

Nov 15, 2023

BUY
$85.26 - $121.85 $559,135 - $799,092
6,558 Added 28.08%
29,909 $2.59 Million
Q2 2023

Aug 15, 2023

BUY
$92.44 - $117.9 $427,812 - $545,641
4,628 Added 24.72%
23,351 $2.73 Million
Q1 2023

May 03, 2023

BUY
$92.24 - $119.0 $1.73 Million - $2.23 Million
18,723 New
18,723 $1.85 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $49B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
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