Number of Shares
19,389
Previous 19,555 0.85%
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
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
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.