A detailed history of Integrated Wealth Concepts LLC transactions in Wendy'S CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 29,158 shares of WEN stock, worth $251,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,158
Previous 29,259 0.35%
Holding current value
$251,341
Previous $334,000 20.06%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$9.09 - $11.88 $918 - $1,199
-101 Reduced 0.35%
29,158 $267,000
Q2 2025

Aug 14, 2025

BUY
$11.11 - $14.72 $325,067 - $430,692
29,259 New
29,259 $334,000
Q4 2024

Feb 14, 2025

BUY
$16.26 - $20.42 $231,867 - $291,189
14,260 New
14,260 $232,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $1.83B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
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.