Integrated Wealth Concepts LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$30.93 - $33.94 $4,732 - $5,192	-153 Reduced 1.62%	9,265 $287,000
Q3 2024 Nov 14, 2024	SELL	$30.27 - $34.42 $44,587 - $50,700	-1,473 Reduced 13.52%	9,418 $321,000
Q2 2024 Aug 14, 2024	SELL	$30.89 - $32.89 $3,953 - $4,209	-128 Reduced 1.16%	10,891 $345,000
Q1 2024 May 15, 2024	BUY	$30.16 - $32.57 $59,716 - $64,488	1,980 Added 21.91%	11,019 $357,000
Q4 2023 Feb 13, 2024	SELL	$27.19 - $31.79 $35,428 - $41,422	-1,303 Reduced 12.6%	9,039 $287,000
Q3 2023 Nov 15, 2023	SELL	$29.06 - $31.84 $139,255 - $152,577	-4,792 Reduced 31.66%	10,342 $301,000
Q2 2023 Aug 15, 2023	BUY	$29.92 - $31.69 $452,809 - $479,596	15,134 New	15,134 $461,000

236

14.6M

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