Integrated Wealth Concepts LLC CAPITAL GROUP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
106,710
Previous 80,482 32.59%
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
Q2 2025

Aug 14, 2025
BUY
N/A
26,228 Added 32.59%
106,710 $0
Q1 2025

May 15, 2025
BUY
N/A
41,204 Added 104.9%
80,482 $0
Q4 2024

Feb 14, 2025
BUY
N/A
18,305 Added 87.28%
39,278 $0
Q3 2024

Nov 14, 2024
BUY
N/A
20,973 New
20,973 $0
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