Integrated Wealth Concepts LLC Proshares Tr S&P Tech Divid Ar Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,367 shares of TDV stock, worth $513,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,367
Previous 7,157 11.04%
Holding current value
$513,753
Previous $551,000 12.89%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$74.69 - $79.24 $59,005 - $62,599
-790 Reduced 11.04%
6,367 $480,000
Q3 2024

Nov 14, 2024
SELL
$69.59 - $79.2 $3,897 - $4,435
-56 Reduced 0.78%
7,157 $551,000
Q2 2024

Aug 14, 2024
BUY
$67.37 - $76.12 $6,467 - $7,307
96 Added 1.35%
7,213 $538,000
Q1 2024

May 15, 2024
BUY
$66.55 - $72.09 $226,602 - $245,466
3,405 Added 91.73%
7,117 $512,000
Q4 2023

Feb 13, 2024
BUY
$58.71 - $70.09 $19,315 - $23,059
329 Added 9.73%
3,712 $258,000
Q3 2023

Nov 15, 2023
BUY
$61.59 - $67.88 $208,358 - $229,638
3,383 New
3,383 $210,000

Others Institutions Holding TDV

# of Institutions
82
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P TECH DIVID AR

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