Integrated Wealth Concepts LLC Return Stacked Global Stocks & Bonds ETF Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
850,114
Previous 913,069 6.89%
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
SELL
N/A
-62,955 Reduced 6.89%
850,114 $0
Q1 2025

May 15, 2025
SELL
N/A
-186,745 Reduced 16.98%
913,069 $0
Q4 2024

Feb 14, 2025
BUY
N/A
58,429 Added 5.61%
1,099,814 $0
Q3 2024

Nov 14, 2024
BUY
N/A
36,526 Added 3.63%
1,041,385 $0
Q2 2024

Aug 14, 2024
BUY
N/A
216,332 Added 27.43%
1,004,859 $0
Q1 2024

May 15, 2024
BUY
N/A
90,005 Added 12.89%
788,527 $0
Q4 2023

Feb 13, 2024
BUY
N/A
698,522 New
698,522 $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