A detailed history of Integrated Wealth Concepts LLC transactions in Nv5 Global, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 25,944 shares of NVEE stock, worth $569,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,944
Previous 25,944 -0.0%
Holding current value
$569,730
Previous $2.41 Million 0.54%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2024

BUY
$89.46 - $96.26 $276,073 - $297,058
3,086 Added 13.5%
25,944 $2.41 Million
Q1 2024

May 15, 2024

SELL
$96.02 - $112.68 $395,890 - $464,579
-4,123 Reduced 15.28%
22,858 $2.24 Million
Q4 2023

Feb 13, 2024

SELL
$91.08 - $113.92 $460,318 - $575,751
-5,054 Reduced 15.78%
26,981 $3 Million
Q3 2023

Nov 15, 2023

BUY
$94.85 - $112.18 $466,946 - $552,262
4,923 Added 18.16%
32,035 $3.08 Million
Q2 2023

Aug 15, 2023

SELL
$90.62 - $111.94 $218,937 - $270,447
-2,416 Reduced 8.18%
27,112 $3 Million
Q1 2023

May 03, 2023

BUY
$99.02 - $140.34 $2.92 Million - $4.14 Million
29,528 New
29,528 $3.07 Million

Others Institutions Holding NVEE

About NV5 Global, Inc.


  • Ticker NVEE
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Engineering & Construction
  • Shares Outstandng 15,548,600
  • Market Cap $341M
  • Description
  • NV5 Global offers professional and technical engineering and consulting solutions to public and private sector clients in the infrastructure, utility services, construction, real estate, and environmental markets in the United States and internationally. It operates through three segments: Infrastructure; Building, Technology & Sciences; and...
More about NVEE
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.