A detailed history of Integrated Wealth Concepts LLC transactions in Fiserv Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 15,388 shares of FISV stock, worth $1.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,388
Previous 13,498 14.0%
Holding current value
$1.93 Million
Previous $1.69 Million 14.03%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
1,890 Added 14.0%
15,388 $1.93 Million
Q1 2024

May 15, 2024

BUY
N/A
62 Added 0.46%
13,498 $1.69 Million
Q4 2023

Feb 13, 2024

SELL
N/A
-1,718 Reduced 11.34%
13,436 $1.68 Million
Q3 2023

Nov 15, 2023

BUY
$123.51 - $130.06 $89,297 - $94,033
723 Added 5.01%
15,154 $1.9 Million
Q2 2023

Aug 15, 2023

BUY
$111.59 - $126.15 $484,746 - $547,995
4,344 Added 43.07%
14,431 $1.82 Million
Q1 2023

May 03, 2023

BUY
$99.4 - $118.26 $244,126 - $290,446
2,456 Added 32.18%
10,087 $1.14 Million
Q4 2022

Feb 13, 2023

BUY
$94.02 - $105.46 $8,367 - $9,385
89 Added 1.18%
7,631 $771,000
Q3 2022

Nov 14, 2022

BUY
$91.66 - $110.72 $3,391 - $4,096
37 Added 0.49%
7,542 $706,000
Q2 2022

Aug 08, 2022

BUY
$88.38 - $104.74 $1,855 - $2,199
21 Added 0.28%
7,505 $668,000
Q1 2022

May 12, 2022

SELL
$92.6 - $109.47 $41,855 - $49,480
-452 Reduced 5.7%
7,484 $759,000
Q4 2021

Feb 15, 2022

SELL
$95.55 - $111.29 $16,147 - $18,808
-169 Reduced 2.09%
7,936 $824,000
Q3 2021

Nov 15, 2021

BUY
$106.21 - $119.11 $296,325 - $332,316
2,790 Added 52.49%
8,105 $879,000
Q2 2021

Aug 13, 2021

BUY
$106.59 - $126.55 $33,682 - $39,989
316 Added 6.32%
5,315 $568,000
Q1 2021

May 13, 2021

SELL
$102.69 - $124.13 $22,283 - $26,936
-217 Reduced 4.16%
4,999 $595,000
Q4 2020

Feb 12, 2021

BUY
$93.52 - $117.99 $17,581 - $22,182
188 Added 3.74%
5,216 $594,000
Q3 2020

Nov 13, 2020

BUY
$93.06 - $104.07 $4,559 - $5,099
49 Added 0.98%
5,028 $518,000
Q2 2020

Jul 30, 2020

BUY
$86.19 - $109.55 $38,613 - $49,078
448 Added 9.89%
4,979 $486,000
Q1 2020

May 18, 2020

BUY
$77.0 - $123.89 $348,887 - $561,345
4,531 New
4,531 $430,000

Others Institutions Holding FISV

About FISERV INC


  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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