Integrated Wealth Concepts LLC MANAGED PORTFOLIO SERIES Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
8,379
Previous 9,206 8.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-827 Reduced 8.98%
8,379 $0
Q2 2025

Aug 14, 2025
BUY
N/A
21 Added 0.23%
9,206 $0
Q1 2025

May 15, 2025
BUY
N/A
9,185 New
9,185 $0
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