Integrated Wealth Concepts LLC ETF Opportunities Tr American Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,370 shares of ACVF stock, worth $501,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,370
Previous 10,370 -0.0%
Holding current value
$501,389
Previous $444,000 10.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$42.01 - $46.08 $714 - $783
17 Added 0.16%
10,370 $444,000
Q4 2024

Feb 14, 2025
BUY
$43.12 - $46.1 $689 - $737
16 Added 0.15%
10,353 $452,000
Q3 2024

Nov 14, 2024
BUY
$39.3 - $43.65 $406,244 - $451,210
10,337 New
10,337 $451,000

Others Institutions Holding ACVF

# of Institutions
53
Shares Held
589K
Call Options Held
0
Put Options Held
0
View Full List

About ETF OPPORTUNITIES TR AMERICAN

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