Integrated Wealth Concepts LLC DIMENSIONAL GLOBAL Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
35,846
Previous 32,601 9.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
3,245 Added 9.95%
35,846 $0
Q1 2025

May 15, 2025
BUY
N/A
2,273 Added 7.49%
32,601 $0
Q4 2024

Feb 14, 2025
BUY
N/A
9,657 Added 46.72%
30,328 $0
Q3 2024

Nov 14, 2024
BUY
N/A
561 Added 2.79%
20,671 $0
Q2 2024

Aug 14, 2024
BUY
N/A
11,155 Added 124.57%
20,110 $0
Q1 2024

May 15, 2024
BUY
N/A
8,955 New
8,955 $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