Integrated Wealth Concepts LLC CAPITAL GROUP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
85,522
Previous 43,336 97.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
42,186 Added 97.35%
85,522 $0
Q1 2025

May 15, 2025
BUY
N/A
16,155 Added 59.43%
43,336 $0
Q4 2024

Feb 14, 2025
BUY
N/A
27,181 New
27,181 $0
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