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

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Number of Shares
1,041,385
Previous 1,004,859 3.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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