Integrated Wealth Concepts LLC First Trust Mid Cap Growth Alp Transaction History

Integrated Wealth Concepts LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	N/A	325 Added 6.16%	5,604 $0
Q3 2023 Nov 15, 2023	SELL	N/A	-238 Reduced 4.31%	5,279 $0
Q2 2023 Aug 15, 2023	SELL	N/A	-339 Reduced 5.79%	5,517 $0
Q1 2023 May 03, 2023	BUY	N/A	108 Added 1.88%	5,856 $348,000
Q4 2022 Feb 13, 2023	BUY	N/A	1,005 Added 21.19%	5,748 $324,000
Q3 2022 Nov 14, 2022	SELL	N/A	-424 Reduced 8.21%	4,743 $254,000
Q2 2022 Aug 08, 2022	SELL	N/A	-500 Reduced 8.82%	5,167 $282,000
Q1 2022 May 12, 2022	SELL	N/A	-13,614 Reduced 70.61%	5,667 $378,000
Q4 2021 Feb 15, 2022	SELL	N/A	-5,304 Reduced 21.57%	19,281 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	N/A	4,979 Added 25.4%	24,585 $1.77 Million
Q2 2021 Aug 13, 2021	BUY	N/A	19,606 New	19,606 $1.48 Million

100

3.27M

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.