Integrated Wealth Concepts LLC DIMENSIONAL GLOBAL Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Number of Shares
32,601
Previous 30,328 7.49%
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
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
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