Integrated Wealth Concepts LLC BROOKFIELD CORP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
17,566
Previous 16,038 9.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
1,528 Added 9.53%
17,566 $0
Q1 2025

May 15, 2025
SELL
N/A
-5,988 Reduced 27.19%
16,038 $0
Q4 2024

Feb 14, 2025
BUY
N/A
2,637 Added 13.6%
22,026 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-166 Reduced 0.85%
19,389 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-2,781 Reduced 12.45%
19,555 $0
Q1 2024

May 15, 2024
BUY
N/A
721 Added 3.34%
22,336 $0
Q4 2023

Feb 13, 2024
BUY
N/A
1,940 Added 9.86%
21,615 $0
Q3 2023

Nov 15, 2023
BUY
N/A
2,903 Added 17.31%
19,675 $0
Q2 2023

Aug 15, 2023
SELL
N/A
-1,080 Reduced 6.05%
16,772 $0
Q1 2023

May 03, 2023
BUY
N/A
6,719 Added 60.35%
17,852 $582,000
Q4 2022

Feb 13, 2023
BUY
N/A
11,133 New
11,133 $350,000
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