Integrated Wealth Concepts LLC U S TREASURY Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
124,573
Previous 114,742 8.57%
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
Q3 2025

Nov 14, 2025
BUY
N/A
9,831 Added 8.57%
124,573 $0
Q2 2025

Aug 14, 2025
BUY
N/A
9,437 Added 8.96%
114,742 $0
Q1 2025

May 15, 2025
BUY
N/A
22,007 Added 26.42%
105,305 $0
Q4 2024

Feb 14, 2025
BUY
N/A
66,130 Added 385.19%
83,298 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,913 Added 107.97%
17,168 $0
Q2 2024

Aug 14, 2024
BUY
N/A
8,255 New
8,255 $0
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