Integrated Wealth Concepts LLC Towne Bank (Va) Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Towne Bank (Va) stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,451 shares of TOWN stock, worth $701,878. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,451

Previous 22,641 9.67%

Holding current value

$701,878

Previous $617,000 9.56%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$26.78 - $34.85 $58,648 - $76,321	-2,190 Reduced 9.67%	20,451 $676,000
Q2 2024 Aug 14, 2024	BUY	$25.83 - $28.34 $3,151 - $3,457	122 Added 0.54%	22,641 $617,000
Q1 2024 May 15, 2024	SELL	$25.95 - $29.77 $9,082 - $10,419	-350 Reduced 1.53%	22,519 $631,000
Q3 2023 Nov 15, 2023	SELL	$22.68 - $26.35 $53,796 - $62,502	-2,372 Reduced 9.4%	22,869 $524,000
Q2 2023 Aug 15, 2023	SELL	$21.47 - $26.24 $12,559 - $15,350	-585 Reduced 2.27%	25,241 $586,000
Q1 2023 May 03, 2023	SELL	$26.42 - $31.44 $18,176 - $21,630	-688 Reduced 2.59%	25,826 $688,000
Q4 2022 Feb 13, 2023	BUY	$27.26 - $33.28 $109 - $133	4 Added 0.02%	26,514 $818,000
Q3 2022 Nov 14, 2022	SELL	$26.71 - $31.18 $13,248 - $15,465	-496 Reduced 1.84%	26,510 $711,000
Q2 2022 Aug 08, 2022	SELL	$27.15 - $30.17 $46,833 - $52,043	-1,725 Reduced 6.0%	27,006 $733,000
Q1 2022 May 12, 2022	BUY	$29.48 - $34.49 $530 - $620	18 Added 0.06%	28,731 $860,000
Q4 2021 Feb 15, 2022	BUY	$30.31 - $33.65 $20,489 - $22,747	676 Added 2.41%	28,713 $907,000
Q3 2021 Nov 15, 2021	BUY	$28.46 - $31.63 $12,636 - $14,043	444 Added 1.61%	28,037 $872,000
Q2 2021 Aug 13, 2021	SELL	$29.41 - $33.14 $31,762 - $35,791	-1,080 Reduced 3.77%	27,593 $839,000
Q3 2020 Nov 13, 2020	BUY	$15.52 - $19.67 $50,517 - $64,025	3,255 Added 12.81%	28,673 $470,000
Q2 2020 Jul 30, 2020	BUY	$16.15 - $21.28 $125,162 - $164,920	7,750 Added 43.86%	25,418 $479,000
Q1 2020 May 18, 2020	BUY	$15.66 - $28.03 $391 - $700	25 Added 0.14%	17,668 $320,000
Q4 2017 May 15, 2018	BUY	N/A	17,643	17,643 $553,000

Others Institutions Holding TOWN

# of Institutions

223

Shares Held

41.6M

Call Options Held

10.6K

Put Options Held

100

View Full List

About TOWNE BANK (VA)

Ticker TOWN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 72,746,000
Market Cap $2.5B

More about TOWN

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Integrated Wealth Concepts LLC Towne Bank (Va) Transaction History