Integrated Wealth Concepts LLC THOMSON REUTERS Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
5,829
Previous 5,755 1.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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