Integrated Wealth Concepts LLC Towne Bank (Va) Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

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 15,016 shares of TOWN stock, worth $495,377. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,016

Previous 14,801 1.45%

Holding current value

$495,377

Previous $505,000 2.77%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$34.49 - $37.64 $7,415 - $8,092	215 Added 1.45%	15,016 $519,000
Q2 2025 Aug 14, 2025	SELL	$30.4 - $35.29 $145,494 - $168,897	-4,786 Reduced 24.43%	14,801 $505,000
Q1 2025 May 15, 2025	SELL	$32.13 - $37.51 $10,795 - $12,603	-336 Reduced 1.69%	19,587 $669,000
Q4 2024 Feb 14, 2025	SELL	$31.98 - $37.62 $16,885 - $19,863	-528 Reduced 2.58%	19,923 $678,000
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

281

Shares Held

46.2M

Call Options Held

Put Options Held

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About TOWNE BANK (VA)

Ticker TOWN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 72,746,000
Market Cap $2.4B

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Integrated Wealth Concepts LLC Towne Bank (Va) Transaction History