Integrated Wealth Concepts LLC CAPITAL GROUP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
46,793
Previous 35,441 32.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
11,352 Added 32.03%
46,793 $0
Q1 2025

May 15, 2025
BUY
N/A
5,967 Added 20.24%
35,441 $0
Q4 2024

Feb 14, 2025
BUY
N/A
14,890 Added 102.1%
29,474 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,333 Added 76.75%
14,584 $0
Q2 2024

Aug 14, 2024
BUY
N/A
8,251 New
8,251 $0
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