A detailed history of Integrated Wealth Concepts LLC transactions in Federated Hermes ETF Tr U S St stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 125,940 shares of FDV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125,940
Previous 122,415 2.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024

BUY
N/A
3,525 Added 2.88%
125,940 $0
Q4 2023

Feb 13, 2024

BUY
N/A
412 Added 0.34%
122,415 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-7,778 Reduced 5.99%
122,003 $0
Q2 2023

Aug 15, 2023

BUY
N/A
129,781 New
129,781 $0

Others Institutions Holding FDV

About FEDERATED HERMES ETF TR U S ST


  • Ticker FDV
More about FDV
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.