Integrated Wealth Concepts LLC ETF Ser Solutions Aam S&P 500 Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in ETF Ser Solutions Aam S&P 500 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,245 shares of SPDV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,245
Previous 8,245 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
N/A
245 Added 3.06%
8,245 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-400 Reduced 4.76%
8,000 $0
Q3 2023

Nov 15, 2023
SELL
N/A
-649 Reduced 7.17%
8,400 $0
Q2 2023

Aug 15, 2023
SELL
N/A
-1,765 Reduced 16.32%
9,049 $0
Q1 2023

May 03, 2023
BUY
N/A
12 Added 0.11%
10,814 $305,000
Q4 2022

Feb 13, 2023
BUY
N/A
583 Added 5.71%
10,802 $315,000
Q3 2022

Nov 14, 2022
SELL
N/A
-241 Reduced 2.3%
10,219 $260,000
Q2 2022

Aug 08, 2022
BUY
N/A
10,460 New
10,460 $298,000

Others Institutions Holding SPDV

# of Institutions
35
Shares Held
822K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM S&P 500

SPDV Quotes by TradingView
  • Ticker SPDV
More about SPDV
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