Integrated Wealth Concepts LLC First Tr Exchange Traded First Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	SELL	$61.08 - $64.02 $2.04 Million - $2.13 Million	-33,331 Reduced 73.42%	12,064 $755,000
Q1 2023 May 03, 2023	SELL	$59.33 - $63.97 $690,482 - $744,482	-11,638 Reduced 20.41%	45,395 $2.82 Million
Q4 2022 Feb 13, 2023	SELL	$62.15 - $66.13 $29,148 - $31,014	-469 Reduced 0.82%	57,033 $3.58 Million
Q3 2022 Nov 14, 2022	BUY	$58.55 - $65.93 $1.23 Million - $1.38 Million	20,942 Added 57.28%	57,502 $3.27 Million
Q2 2022 Aug 08, 2022	BUY	$59.31 - $67.92 $775,241 - $887,782	13,071 Added 55.65%	36,560 $2.24 Million

Q1 2022 May 12, 2022	BUY	$60.76 - $63.9 $1.43 Million - $1.5 Million	23,489 New	23,489 $1.5 Million

133

4.03M

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.