A detailed history of Integrated Wealth Concepts LLC transactions in Okta, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,597 shares of OKTA stock, worth $299,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,597
Previous 3,698 2.73%
Holding current value
$299,558
Previous $346,000 22.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$71.0 - $100.39 $7,171 - $10,139
-101 Reduced 2.73%
3,597 $267,000
Q2 2024

Aug 14, 2024

BUY
$86.52 - $103.49 $6,575 - $7,865
76 Added 2.1%
3,698 $346,000
Q1 2024

May 15, 2024

BUY
$81.18 - $111.49 $26,221 - $36,011
323 Added 9.79%
3,622 $378,000
Q4 2023

Feb 13, 2024

BUY
$65.76 - $91.72 $723 - $1,008
11 Added 0.33%
3,299 $298,000
Q3 2023

Nov 15, 2023

SELL
$68.53 - $90.08 $1,233 - $1,621
-18 Reduced 0.54%
3,288 $268,000
Q2 2023

Aug 15, 2023

BUY
$68.53 - $90.9 $6,784 - $8,999
99 Added 3.09%
3,306 $229,000
Q1 2023

May 03, 2023

BUY
$64.9 - $86.24 $208,134 - $276,571
3,207 New
3,207 $277,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $12.6B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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