A detailed history of Integrated Wealth Concepts LLC transactions in Ui Path, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,347 shares of PATH stock, worth $145,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,347
Previous 44,603 76.8%
Holding current value
$145,168
Previous $570,000 75.79%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025

SELL
$10.44 - $13.38 $357,632 - $458,345
-34,256 Reduced 76.8%
10,347 $138,000
Q2 2025

Aug 14, 2025

BUY
$9.79 - $13.31 $436,663 - $593,665
44,603 New
44,603 $570,000
Q4 2024

Feb 14, 2025

BUY
$11.95 - $15.5 $124,387 - $161,339
10,409 New
10,409 $132,000
Q1 2024

May 15, 2024

BUY
$21.6 - $26.88 $374,760 - $466,368
17,350 New
17,350 $393,000

Others Institutions Holding PATH

About UiPath, Inc.


  • Ticker PATH
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 467,153,984
  • Market Cap $6.55B
  • Description
  • UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform combines artificial in...
More about PATH
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