Integrated Wealth Concepts LLC Alpha Architect 1-3 Mnth Box Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
49,715
Previous 48,183 3.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
1,532 Added 3.18%
49,715 $0
Q1 2025

May 15, 2025
SELL
N/A
-6,611 Reduced 12.07%
48,183 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,480 Added 2.78%
54,794 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-4,304 Reduced 7.47%
53,314 $0
Q2 2024

Aug 14, 2024
BUY
N/A
6,670 Added 13.09%
57,618 $0
Q1 2024

May 15, 2024
BUY
N/A
14,882 Added 41.26%
50,948 $0
Q4 2023

Feb 13, 2024
BUY
N/A
33,399 Added 1252.31%
36,066 $0
Q3 2023

Nov 15, 2023
BUY
N/A
2,667 New
2,667 $0
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