Integrated Wealth Concepts LLC GE VERNOVA Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
12,814
Previous 9,864 29.91%
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
Q2 2025

Aug 14, 2025
BUY
N/A
2,950 Added 29.91%
12,814 $0
Q1 2025

May 15, 2025
BUY
N/A
299 Added 3.13%
9,864 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-486 Reduced 4.84%
9,565 $0
Q3 2024

Nov 14, 2024
BUY
N/A
198 Added 2.01%
10,051 $0
Q2 2024

Aug 14, 2024
BUY
N/A
9,853 New
9,853 $0
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