Integrated Wealth Concepts LLC Wisdomtree Yield Enhanced U.S. Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	N/A	-17,509 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-1,858 Reduced 9.59%	17,509 $893,000
Q2 2021 Aug 13, 2021	BUY	N/A	6,148 Added 46.51%	19,367 $990,000
Q1 2021 May 13, 2021	BUY	N/A	6,290 Added 90.78%	13,219 $674,000
Q4 2020 Feb 12, 2021	BUY	N/A	514 Added 8.01%	6,929 $356,000
Q3 2020 Nov 13, 2020	BUY	N/A	1,529 Added 31.29%	6,415 $331,000
Q2 2020 Jul 30, 2020	BUY	N/A	4,886 New	4,886 $252,000

574K

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.