Integrated Wealth Concepts LLC NUVEEN HIGH Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
N/A
-1,881,845 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
N/A
-242,965 Reduced 11.43%
1,881,845 $17.8 Million
Q2 2020

Jul 30, 2020
BUY
N/A
43,571 Added 2.09%
2,124,810 $19.8 Million
Q1 2020

May 18, 2020
BUY
N/A
178,199 Added 9.36%
2,081,239 $18.4 Million
Q4 2019

Feb 20, 2020
BUY
N/A
395,629 Added 26.25%
1,903,040 $18.6 Million
Q3 2019

Nov 15, 2019
BUY
N/A
357,340 Added 31.07%
1,507,411 $15 Million
Q2 2019

Aug 15, 2019
BUY
N/A
169,303 Added 17.26%
1,150,071 $11 Million
Q1 2019

May 15, 2019
BUY
N/A
352,050 Added 55.99%
980,768 $9.74 Million
Q4 2018

Feb 14, 2019
BUY
N/A
301,213 Added 91.97%
628,718 $6.24 Million
Q3 2018

Nov 13, 2018
BUY
N/A
205,877 Added 169.27%
327,505 $3.18 Million
Q2 2018

Jul 27, 2018
BUY
N/A
121,628 New
121,628 $1.21 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