Integrated Wealth Concepts LLC NATWEST GROUP Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Number of Shares
34,398
Previous 33,911 1.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
487 Added 1.44%
34,398 $0
Q2 2024

Aug 14, 2024
BUY
N/A
1,968 Added 6.16%
33,911 $0
Q1 2024

May 15, 2024
BUY
N/A
1,086 Added 3.52%
31,943 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-258,882 Reduced 89.35%
30,857 $0
Q3 2023

Nov 15, 2023
BUY
N/A
5,935 Added 2.09%
289,739 $0
Q2 2023

Aug 15, 2023
SELL
N/A
-2,706 Reduced 0.94%
283,804 $0
Q1 2023

May 03, 2023
BUY
N/A
286,510 New
286,510 $1.89 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.

Choose your preferred platform and Sign Up 👇 Telegram Email