Integrated Wealth Concepts LLC FIDELITY ENHANCED Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
154,508
Previous 153,232 0.83%
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
Q3 2025

Nov 14, 2025
BUY
N/A
1,276 Added 0.83%
154,508 $0
Q2 2025

Aug 14, 2025
BUY
N/A
6,631 Added 4.52%
153,232 $0
Q1 2025

May 15, 2025
BUY
N/A
6,748 Added 4.83%
146,601 $0
Q4 2024

Feb 14, 2025
BUY
N/A
24,352 Added 21.08%
139,853 $0
Q3 2024

Nov 14, 2024
BUY
N/A
115,501 New
115,501 $0
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