Integrated Wealth Concepts LLC FIRST TRUST Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Number of Shares
90,379
Previous 69,771 29.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
20,608 Added 29.54%
90,379 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,178 Added 1.72%
69,771 $0
Q3 2024

Nov 14, 2024
BUY
N/A
13,548 Added 24.61%
68,593 $0
Q2 2024

Aug 14, 2024
BUY
N/A
55,045 New
55,045 $0
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