Integrated Wealth Concepts LLC Return Stack Bond Mangd Futures ETF Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
274,722
Previous 270,895 1.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
3,827 Added 1.41%
274,722 $0
Q1 2025

May 15, 2025
SELL
N/A
-66,755 Reduced 19.77%
270,895 $0
Q4 2024

Feb 14, 2025
BUY
N/A
24,174 Added 7.71%
337,650 $0
Q3 2024

Nov 14, 2024
BUY
N/A
9,269 Added 3.05%
313,476 $0
Q2 2024

Aug 14, 2024
BUY
N/A
73,270 Added 31.73%
304,207 $0
Q1 2024

May 15, 2024
BUY
N/A
18,047 Added 8.48%
230,937 $0
Q4 2023

Feb 13, 2024
BUY
N/A
212,890 New
212,890 $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