A detailed history of Integrated Wealth Concepts LLC transactions in Flexshares Tr Iboxx 5 Yr Targe stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,464 shares of TDTF stock, worth $386,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,464
Previous 110,589 85.11%
Holding current value
$386,739
Previous $2.62 Million 85.28%
% of portfolio
0.01%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$23.05 - $23.5 $2.17 Million - $2.21 Million
-94,125 Reduced 85.11%
16,464 $385,000
Q1 2024

May 15, 2024

BUY
$23.29 - $23.78 $217,132 - $221,700
9,323 Added 9.21%
110,589 $2.62 Million
Q4 2023

Feb 13, 2024

BUY
$22.62 - $23.74 $2.29 Million - $2.4 Million
101,266 New
101,266 $2.39 Million

Others Institutions Holding TDTF

About FLEXSHARES TR IBOXX 5 YR TARGE


  • Ticker TDTF
  • Sector ETFs
  • Industry ETFs
More about TDTF
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.