Integrated Wealth Concepts LLC NB BANCORP Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
49,740
Previous 52,370 5.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-2,630 Reduced 5.02%
49,740 $0
Q1 2025

May 15, 2025
SELL
N/A
-12,034 Reduced 18.69%
52,370 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-9,837 Reduced 13.25%
64,404 $0
Q3 2024

Nov 14, 2024
BUY
N/A
170 Added 0.23%
74,241 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-2,000 Reduced 2.63%
74,071 $0
Q1 2024

May 15, 2024
BUY
N/A
76,071 New
76,071 $0
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