Integrated Wealth Concepts LLC FIDELITY ENHANCED Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
143,401
Previous 107,388 33.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
36,013 Added 33.54%
143,401 $0
Q2 2025

Aug 14, 2025
BUY
N/A
14,628 Added 15.77%
107,388 $0
Q1 2025

May 15, 2025
BUY
N/A
92,760 New
92,760 $0
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