Integrated Wealth Concepts LLC Spdr Portfolio Long Term Corpo Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,904 shares of SPLB stock, worth $195,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,904

Previous 39,532 77.48%

Holding current value

$195,888

Previous $878,000 77.22%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.73 - $23.02 $665,546 - $705,056	-30,628 Reduced 77.48%	8,904 $200,000
Q4 2024 Feb 14, 2025	SELL	$22.21 - $24.22 $83,598 - $91,164	-3,764 Reduced 8.69%	39,532 $878,000
Q3 2024 Nov 14, 2024	BUY	$22.25 - $24.44 $21,938 - $24,097	986 Added 2.33%	43,296 $1.05 Million
Q2 2024 Aug 14, 2024	BUY	$21.93 - $23.08 $2,302 - $2,423	105 Added 0.25%	42,310 $954,000
Q1 2024 May 15, 2024	BUY	$22.65 - $23.8 $130,735 - $137,373	5,772 Added 15.84%	42,205 $980,000
Q4 2023 Feb 13, 2024	BUY	$20.07 - $24.05 $112,873 - $135,257	5,624 Added 18.25%	36,433 $866,000
Q3 2023 Nov 15, 2023	BUY	$21.24 - $23.34 $654,383 - $719,082	30,809 New	30,809 $654,000

Others Institutions Holding SPLB

# of Institutions

178

Shares Held

33.2M

Call Options Held

300

Put Options Held

2.2K

View Full List

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
Sector ETFs
Industry ETFs

More about SPLB

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Spdr Portfolio Long Term Corpo Transaction History