Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023
BUY
$24.77 - $25.83 $76,464 - $79,737
3,087 Added 11.45%
30,040 $746,000
Q2 2023

Aug 15, 2023
BUY
$25.7 - $26.69 $112,720 - $117,062
4,386 Added 19.44%
26,953 $696,000
Q1 2023

May 03, 2023
BUY
$25.69 - $26.67 $17,597 - $18,268
685 Added 3.13%
22,567 $602,000
Q4 2022

Feb 13, 2023
BUY
$25.28 - $26.67 $135,273 - $142,711
5,351 Added 32.37%
21,882 $564,000
Q3 2022

Nov 14, 2022
BUY
$25.36 - $28.61 $6,695 - $7,553
264 Added 1.62%
16,531 $419,000
Q2 2022

Aug 08, 2022
SELL
$27.4 - $29.93 $138,479 - $151,266
-5,054 Reduced 23.7%
16,267 $448,000
Q1 2022

May 12, 2022
BUY
$29.85 - $31.38 $432,616 - $454,790
14,493 Added 212.26%
21,321 $645,000
Q4 2021

Feb 15, 2022
SELL
$31.08 - $31.92 $32,261 - $33,132
-1,038 Reduced 13.2%
6,828 $215,000
Q3 2021

Nov 15, 2021
BUY
$30.98 - $31.82 $12,330 - $12,664
398 Added 5.33%
7,866 $245,000
Q2 2021

Aug 13, 2021
BUY
$30.43 - $31.14 $227,251 - $232,553
7,468 New
7,468 $233,000

Others Institutions Holding SPIP

# of Institutions
231
Shares Held
21.6M
Call Options Held
25.8K
Put Options Held
8K
View Full List

About SPDR SER TR SPDR PORTFOLIO TIP

SPIP Quotes by TradingView
  • Ticker SPIP
  • Sector ETFs
  • Industry ETFs
More about SPIP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email