Integrated Wealth Concepts LLC Ft Vest Lad Small Cap Md Bufr Etf Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
22,237
Previous 14,609 52.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
7,628 Added 52.21%
22,237 $0
Q1 2025

May 15, 2025
BUY
N/A
14,609 New
14,609 $0
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