Integrated Wealth Concepts LLC Simplify Mortgage Backed Securities Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Number of Shares
8,621
Previous 7,473 15.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
N/A
1,148 Added 15.36%
8,621 $0
Q2 2024

Aug 14, 2024
BUY
N/A
14 Added 0.19%
7,473 $0
Q1 2024

May 15, 2024
BUY
N/A
7,459 New
7,459 $0
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