Integrated Wealth Concepts LLC Innovator 20+ Year Treasury Bo Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Innovator 20+ Year Treasury Bo stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 38,035 shares of TBJL stock, worth $759,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,035
Previous 43,799 13.16%
Holding current value
$759,939
Previous $881,000 9.42%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$19.61 - $21.48 $113,032 - $123,810
-5,764 Reduced 13.16%
38,035 $798,000
Q2 2024

Aug 14, 2024
SELL
$19.08 - $20.4 $903,495 - $966,001
-47,353 Reduced 51.95%
43,799 $881,000
Q1 2024

May 15, 2024
BUY
$19.42 - $20.2 $1.77 Million - $1.84 Million
91,152 New
91,152 $1.82 Million

Others Institutions Holding TBJL

# of Institutions
20
Shares Held
552K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR 20+ YEAR TREASURY BO

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