A detailed history of Integrated Wealth Concepts LLC transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 44,469 shares of WINC stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
44,469
Previous 104,160 57.31%
Holding current value
$1.07 Million
Previous $2.54 Million 58.04%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Feb 14, 2025

SELL
$23.89 - $24.26 $1.43 Million - $1.45 Million
-59,691 Reduced 57.31%
44,469 $1.06 Million
Q3 2024

Nov 14, 2024

BUY
$23.74 - $24.37 $2.47 Million - $2.54 Million
104,160 New
104,160 $2.54 Million

Others Institutions Holding WINC

About LEGG MASON ETF INVT TR WESTN A


  • Ticker WINC
  • Sector ETFs
  • Industry ETFs
More about WINC
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