Integrated Wealth Concepts LLC TIDAL TR II Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Number of Shares
202,507
Previous 240,953 15.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-38,446 Reduced 15.96%
202,507 $0
Q4 2024

Feb 14, 2025
BUY
N/A
3,225 Added 1.36%
240,953 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-6,754 Reduced 2.76%
237,728 $0
Q2 2024

Aug 14, 2024
BUY
N/A
86,629 Added 54.88%
244,482 $0
Q1 2024

May 15, 2024
BUY
N/A
19,264 Added 13.9%
157,853 $0
Q4 2023

Feb 13, 2024
BUY
N/A
138,589 New
138,589 $0
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