Integrated Wealth Concepts LLC NEW AMERICA Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Number of Shares
98,668
Previous 88,551 11.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
N/A
10,117 Added 11.43%
98,668 $0
Q2 2024

Aug 14, 2024
BUY
N/A
6,829 Added 8.36%
88,551 $0
Q1 2024

May 15, 2024
BUY
N/A
6,897 Added 9.22%
81,722 $0
Q4 2023

Feb 13, 2024
BUY
N/A
74,825 New
74,825 $0
Q2 2021

Aug 13, 2021
SELL
N/A
-12,141 Closed
0 $0
Q1 2021

May 13, 2021
SELL
N/A
-1,878 Reduced 13.4%
12,141 $110,000
Q4 2020

Feb 12, 2021
BUY
N/A
38 Added 0.27%
14,019 $122,000
Q3 2020

Nov 13, 2020
BUY
N/A
13,981 New
13,981 $114,000
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