A detailed history of Integrated Wealth Concepts LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,930 shares of SF stock, worth $306,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,930
Previous 3,139 6.66%
Holding current value
$306,155
Previous $264,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$78.91 - $93.87 $16,492 - $19,618
-209 Reduced 6.66%
2,930 $275,000
Q2 2024

Aug 14, 2024

BUY
$74.35 - $84.15 $594 - $673
8 Added 0.26%
3,139 $264,000
Q1 2024

May 15, 2024

BUY
$68.0 - $78.17 $212,908 - $244,750
3,131 New
3,131 $244,000

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $11.1B
  • Description
  • Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...
More about SF
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.