Integrated Wealth Concepts LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 988,810 shares of SSUS stock, worth $47.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
988,810
Previous 1,108,323 10.78%
Holding current value
$47.7 Million
Previous $49.8 Million 4.16%
% of portfolio
0.47%
Previous 0.54%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$44.92 - $48.31 $5.37 Million - $5.77 Million
-119,513 Reduced 10.78%
988,810 $47.8 Million
Q2 2025

Aug 14, 2025
SELL
$36.23 - $44.97 $3.78 Million - $4.7 Million
-104,443 Reduced 8.61%
1,108,323 $49.8 Million
Q1 2025

May 15, 2025
SELL
$39.91 - $43.97 $1.52 Million - $1.68 Million
-38,171 Reduced 3.05%
1,212,766 $49.4 Million
Q4 2024

Feb 14, 2025
SELL
$41.16 - $44.07 $846,084 - $905,902
-20,556 Reduced 1.62%
1,250,937 $52.6 Million
Q3 2024

Nov 14, 2024
SELL
$37.39 - $41.59 $1.43 Million - $1.59 Million
-38,163 Reduced 2.91%
1,271,493 $52.9 Million
Q2 2024

Aug 14, 2024
SELL
$36.32 - $39.68 $3.16 Million - $3.45 Million
-87,040 Reduced 6.23%
1,309,656 $51.7 Million
Q1 2024

May 15, 2024
SELL
$35.0 - $38.45 $3.17 Million - $3.48 Million
-90,600 Reduced 6.09%
1,396,696 $53.7 Million
Q4 2023

Feb 13, 2024
BUY
$32.82 - $36.09 $48.8 Million - $53.7 Million
1,487,296 New
1,487,296 $53 Million

Others Institutions Holding SSUS

# of Institutions
71
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

SSUS Quotes by TradingView
  • Ticker SSUS
  • Sector ETFs
  • Industry ETFs
More about SSUS
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