Integrated Wealth Concepts LLC First Tr Exchange Traded Fd Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$35.29 - $38.02 $180,437 - $194,396	5,113 Added 9.79%	57,351 $2.08 Million
Q3 2024 Nov 14, 2024	SELL	$32.74 - $36.1 $71,602 - $78,950	-2,187 Reduced 4.02%	52,238 $1.88 Million
Q2 2024 Aug 14, 2024	SELL	$32.7 - $34.34 $16,644 - $17,479	-509 Reduced 0.93%	54,425 $1.82 Million
Q1 2024 May 15, 2024	SELL	$32.12 - $34.44 $363,791 - $390,067	-11,326 Reduced 17.09%	54,934 $1.89 Million
Q4 2023 Feb 13, 2024	SELL	$28.08 - $32.76 $81,347 - $94,905	-2,897 Reduced 4.19%	66,260 $2.16 Million
Q3 2023 Nov 15, 2023	BUY	$28.96 - $31.03 $2 Million - $2.15 Million	69,157 New	69,157 $2.01 Million

4.66M

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