Integrated Wealth Concepts LLC Spdr S&P Kensho New Economies Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,443 shares of KOMP stock, worth $267,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,443
Previous 5,036 11.78%
Holding current value
$267,024
Previous $273,000 1.1%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$54.38 - $62.69 $32,247 - $37,175
-593 Reduced 11.78%
4,443 $276,000
Q2 2025

Aug 14, 2025
SELL
$40.86 - $54.38 $1,920 - $2,555
-47 Reduced 0.92%
5,036 $273,000
Q1 2025

May 15, 2025
SELL
$46.49 - $54.36 $35,564 - $41,585
-765 Reduced 13.08%
5,083 $236,000
Q4 2024

Feb 14, 2025
BUY
$48.59 - $54.76 $340 - $383
7 Added 0.12%
5,848 $297,000
Q3 2024

Nov 14, 2024
SELL
$44.44 - $50.42 $82,925 - $94,083
-1,866 Reduced 24.21%
5,841 $288,000
Q2 2024

Aug 14, 2024
BUY
$43.76 - $48.01 $525 - $576
12 Added 0.16%
7,707 $355,000
Q1 2024

May 15, 2024
SELL
$43.0 - $48.08 $664,393 - $742,884
-15,451 Reduced 66.75%
7,695 $369,000
Q4 2023

Feb 13, 2024
SELL
$36.42 - $47.69 $10,707 - $14,020
-294 Reduced 1.25%
23,146 $1.08 Million
Q3 2023

Nov 15, 2023
BUY
$38.8 - $47.87 $13,618 - $16,802
351 Added 1.52%
23,440 $928,000
Q2 2023

Aug 15, 2023
BUY
$40.03 - $44.6 $71,293 - $79,432
1,781 Added 8.36%
23,089 $1.03 Million
Q1 2023

May 03, 2023
SELL
$39.25 - $46.32 $486,896 - $574,599
-12,405 Reduced 36.8%
21,308 $910,000
Q4 2022

Feb 13, 2023
BUY
$37.67 - $42.95 $74,473 - $84,912
1,977 Added 6.23%
33,713 $1.33 Million
Q3 2022

Nov 14, 2022
SELL
$38.59 - $48.63 $54,720 - $68,957
-1,418 Reduced 4.28%
31,736 $1.23 Million
Q2 2022

Aug 08, 2022
BUY
$39.65 - $53.22 $11,260 - $15,114
284 Added 0.86%
33,154 $1.34 Million
Q1 2022

May 12, 2022
BUY
$46.39 - $59.58 $244,521 - $314,046
5,271 Added 19.1%
32,870 $1.71 Million
Q4 2021

Feb 15, 2022
BUY
$56.76 - $68.61 $50,175 - $60,651
884 Added 3.31%
27,599 $1.63 Million
Q3 2021

Nov 15, 2021
BUY
$60.6 - $66.49 $167,437 - $183,711
2,763 Added 11.54%
26,715 $1.63 Million
Q2 2021

Aug 13, 2021
BUY
$59.57 - $69.47 $401,382 - $468,088
6,738 Added 39.14%
23,952 $1.6 Million
Q1 2021

May 13, 2021
BUY
$57.18 - $75.6 $301,338 - $398,411
5,270 Added 44.12%
17,214 $1.17 Million
Q4 2020

Feb 12, 2021
BUY
$43.25 - $58.29 $516,578 - $696,215
11,944 New
11,944 $688,000

Others Institutions Holding KOMP

# of Institutions
148
Shares Held
38.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P KENSHO NEW ECONOMIES

KOMP Quotes by TradingView
  • Ticker KOMP
  • Sector ETFs
  • Industry ETFs
More about KOMP
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