Integrated Wealth Concepts LLC Federated Hermes ETF Trust Total Return Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
149,527
Previous 157,227 4.9%
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
SELL
N/A
-7,700 Reduced 4.9%
149,527 $0
Q1 2025

May 15, 2025
BUY
N/A
4,820 Added 3.16%
157,227 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-153,537 Reduced 50.18%
152,407 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-3,436 Reduced 1.11%
305,944 $0
Q2 2024

Aug 14, 2024
BUY
N/A
108,958 Added 54.36%
309,380 $0
Q1 2024

May 15, 2024
BUY
N/A
200,422 New
200,422 $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