Integrated Wealth Concepts LLC Ishares Tr Global Consumer Sta Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,641 shares of KXI stock, worth $216,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,641
Previous 4,067 10.47%
Holding current value
$216,493
Previous $244,000 2.05%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$59.84 - $66.17 $25,491 - $28,188
-426 Reduced 10.47%
3,641 $239,000
Q1 2024

May 15, 2024
SELL
$58.26 - $61.03 $70,086 - $73,419
-1,203 Reduced 22.83%
4,067 $248,000
Q4 2023

Feb 13, 2024
BUY
$55.14 - $59.83 $290,587 - $315,304
5,270 New
5,270 $312,000

Others Institutions Holding KXI

# of Institutions
129
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

KXI Quotes by TradingView
  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email