Integrated Wealth Concepts LLC NATWEST GROUP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
46,046
Previous 35,350 30.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
10,696 Added 30.26%
46,046 $0
Q1 2025

May 15, 2025
SELL
N/A
-521 Reduced 1.45%
35,350 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,473 Added 4.28%
35,871 $0
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
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