Integrated Wealth Concepts LLC CAVA GROUP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
6,952
Previous 9,139 23.93%
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
SELL
N/A
-2,187 Reduced 23.93%
6,952 $0
Q1 2025

May 15, 2025
BUY
N/A
2,461 Added 36.85%
9,139 $0
Q4 2024

Feb 14, 2025
BUY
N/A
288 Added 4.51%
6,678 $0
Q3 2024

Nov 14, 2024
BUY
N/A
585 Added 10.08%
6,390 $0
Q2 2024

Aug 14, 2024
BUY
N/A
5,805 New
5,805 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email