Integrated Wealth Concepts LLC Alps ETF Tr Smith Core Plus Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Number of Shares
273,026
Previous 350,990 22.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
N/A
-77,964 Reduced 22.21%
273,026 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-7,261 Reduced 2.03%
350,990 $0
Q3 2024

Nov 14, 2024
BUY
N/A
15,013 Added 4.37%
358,251 $0
Q2 2024

Aug 14, 2024
BUY
N/A
343,238 New
343,238 $0
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