A detailed history of Integrated Wealth Concepts LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 23,567 shares of LGOV stock, worth $497,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,567
Previous 26,215 10.1%
Holding current value
$497,735
Previous $560,000 11.61%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$20.17 - $21.44 $53,410 - $56,773
-2,648 Reduced 10.1%
23,567 $495,000
Q1 2024

May 15, 2024

BUY
$21.06 - $22.13 $34,770 - $36,536
1,651 Added 6.72%
26,215 $560,000
Q4 2023

Feb 13, 2024

SELL
$19.38 - $22.33 $24,341 - $28,046
-1,256 Reduced 4.86%
24,564 $543,000
Q3 2023

Nov 15, 2023

SELL
$20.28 - $22.33 $62,624 - $68,955
-3,088 Reduced 10.68%
25,820 $523,000
Q2 2023

Aug 15, 2023

BUY
$22.08 - $23.28 $176 - $186
8 Added 0.03%
28,908 $643,000
Q1 2023

May 03, 2023

BUY
$21.8 - $23.04 $630,020 - $665,856
28,900 New
28,900 $659,000

Others Institutions Holding LGOV

About FIRST TR ETF IV LONG DURATION


  • Ticker LGOV
  • Sector ETFs
  • Industry ETFs
More about LGOV
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