Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 20, 2020

SELL
N/A
-623,679 Closed
0 $0
Q3 2019

Nov 15, 2019

BUY
N/A
129,727 Added 26.26%
623,679 $14.9 Million
Q2 2019

Aug 15, 2019

BUY
N/A
60,453 Added 13.95%
493,952 $11.6 Million
Q1 2019

May 15, 2019

BUY
N/A
147,724 Added 51.69%
433,499 $10.4 Million
Q4 2018

Feb 14, 2019

BUY
N/A
113,653 Added 66.03%
285,775 $6.76 Million
Q3 2018

Nov 13, 2018

BUY
N/A
76,797 Added 80.56%
172,122 $4.18 Million
Q2 2018

Jul 27, 2018

BUY
N/A
95,325 New
95,325 $2.31 Million
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.