Integrated Wealth Concepts LLC THOMSON REUTERS Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
5,835
Previous 5,829 0.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
6 Added 0.1%
5,835 $0
Q2 2025

Aug 14, 2025
BUY
N/A
74 Added 1.29%
5,829 $0
Q1 2025

May 15, 2025
SELL
N/A
-81 Reduced 1.39%
5,755 $0
Q4 2024

Feb 14, 2025
BUY
N/A
25 Added 0.43%
5,836 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,631 Reduced 21.92%
5,811 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-86 Reduced 1.14%
7,442 $0
Q1 2024

May 15, 2024
SELL
N/A
-360 Reduced 4.56%
7,528 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-170 Reduced 2.11%
7,888 $0
Q3 2023

Nov 15, 2023
SELL
N/A
-56 Reduced 0.69%
8,058 $0
Q2 2023

Aug 15, 2023
BUY
N/A
8,114 New
8,114 $0
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