Integrated Wealth Concepts LLC DOUBLELINE MORTGAGE Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
100,594
Previous 91,437 10.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
9,157 Added 10.01%
100,594 $0
Q1 2025

May 15, 2025
SELL
N/A
-18,918 Reduced 17.14%
91,437 $0
Q4 2024

Feb 14, 2025
BUY
N/A
25,624 Added 30.24%
110,355 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,873 Added 8.83%
84,731 $0
Q2 2024

Aug 14, 2024
BUY
N/A
21,915 Added 39.17%
77,858 $0
Q1 2024

May 15, 2024
BUY
N/A
6,395 Added 12.91%
55,943 $0
Q4 2023

Feb 13, 2024
BUY
N/A
49,548 New
49,548 $0
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