Integrated Wealth Concepts LLC OSI OSHARES Transaction History

Integrated Wealth Concepts LLC

  • $6.69 Billion
  • Q1 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 08, 2022
SELL
N/A
-81,070 Closed
0 $0
Q1 2022

May 12, 2022
SELL
N/A
-3,829 Reduced 4.51%
81,070 $3.57 Million
Q4 2021

Feb 15, 2022
BUY
N/A
11,585 Added 15.8%
84,899 $3.95 Million
Q3 2021

Nov 15, 2021
BUY
N/A
13,978 Added 23.56%
73,314 $3.05 Million
Q2 2021

Aug 13, 2021
BUY
N/A
9,797 Added 19.78%
59,336 $2.49 Million
Q1 2021

May 13, 2021
BUY
N/A
7,087 Added 16.69%
49,539 $1.98 Million
Q4 2020

Feb 12, 2021
BUY
N/A
4,089 Added 10.66%
42,452 $1.63 Million
Q3 2020

Nov 13, 2020
BUY
N/A
27,526 Added 254.0%
38,363 $1.39 Million
Q1 2020

May 18, 2020
BUY
N/A
300 Added 2.85%
10,837 $315,000
Q4 2019

Feb 20, 2020
BUY
N/A
3,462 Added 48.93%
10,537 $386,000
Q3 2019

Nov 15, 2019
BUY
N/A
850 Added 13.65%
7,075 $246,000
Q2 2019

Aug 15, 2019
BUY
N/A
6,225 New
6,225 $212,000
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