Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$32.04 - $35.12 $22,780 - $24,970
-711 Reduced 2.98%
23,150 $760,000
Q3 2022

Nov 14, 2022
SELL
$34.21 - $38.59 $15,394 - $17,365
-450 Reduced 1.85%
23,861 $832,000
Q2 2022

Aug 08, 2022
SELL
$34.49 - $38.69 $75,740 - $84,963
-2,196 Reduced 8.28%
24,311 $872,000
Q1 2022

May 12, 2022
BUY
$37.66 - $42.71 $76,299 - $86,530
2,026 Added 8.28%
26,507 $1.03 Million
Q4 2021

Feb 15, 2022
BUY
$42.1 - $43.53 $139,982 - $144,737
3,325 Added 15.72%
24,481 $1.05 Million
Q3 2021

Nov 15, 2021
BUY
$43.1 - $44.18 $96,975 - $99,405
2,250 Added 11.9%
21,156 $919,000
Q2 2021

Aug 13, 2021
SELL
$42.87 - $44.22 $51,444 - $53,064
-1,200 Reduced 5.97%
18,906 $836,000
Q1 2021

May 13, 2021
BUY
$42.16 - $44.09 $125,425 - $131,167
2,975 Added 17.37%
20,106 $873,000
Q4 2020

Feb 12, 2021
BUY
$43.06 - $44.41 $234,677 - $242,034
5,450 Added 46.66%
17,131 $761,000
Q3 2020

Nov 13, 2020
BUY
$41.62 - $43.91 $207,059 - $218,452
4,975 Added 74.19%
11,681 $508,000
Q2 2020

Jul 30, 2020
BUY
$37.3 - $42.68 $250,133 - $286,212
6,706 New
6,706 $281,000

Others Institutions Holding PSK

# of Institutions
181
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR ICE PFD SEC E

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