Integrated Wealth Concepts LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
26,368
Previous 29,279 9.94%
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
SELL
N/A
-2,911 Reduced 9.94%
26,368 $0
Q2 2025

Aug 14, 2025
BUY
N/A
6,434 Added 28.16%
29,279 $0
Q1 2025

May 15, 2025
BUY
N/A
5,685 Added 33.13%
22,845 $0
Q4 2024

Feb 14, 2025
BUY
N/A
3,780 Added 28.25%
17,160 $0
Q3 2024

Nov 14, 2024
BUY
N/A
13,380 New
13,380 $0
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