A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 59,319 shares of DJD stock, worth $3.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
59,319
Previous 74,430 20.3%
Holding current value
$3.09 Million
Previous $3.52 Million 11.47%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$47.17 - $52.59 $712,785 - $794,687
-15,111 Reduced 20.3%
59,319 $3.12 Million
Q2 2024

Aug 14, 2024

BUY
$46.0 - $48.72 $214,314 - $226,986
4,659 Added 6.68%
74,430 $3.52 Million
Q1 2024

May 15, 2024

BUY
$45.23 - $48.05 $689,757 - $732,762
15,250 Added 27.97%
69,771 $3.35 Million
Q4 2023

Feb 13, 2024

SELL
$39.87 - $46.1 $402,049 - $464,872
-10,084 Reduced 15.61%
54,521 $2.51 Million
Q3 2023

Nov 15, 2023

BUY
$41.15 - $44.08 $1.73 Million - $1.86 Million
42,122 Added 187.35%
64,605 $2.67 Million
Q2 2023

Aug 15, 2023

BUY
$41.01 - $43.81 $543,423 - $580,526
13,251 Added 143.53%
22,483 $959,000
Q1 2023

May 03, 2023

BUY
$41.0 - $45.64 $7,134 - $7,941
174 Added 1.92%
9,232 $395,000
Q4 2022

Feb 13, 2023

SELL
$37.89 - $45.68 $56,077 - $67,606
-1,480 Reduced 14.04%
9,058 $395,000
Q3 2022

Nov 14, 2022

BUY
$37.49 - $44.76 $395,069 - $471,680
10,538 New
10,538 $395,000

Others Institutions Holding DJD

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker DJD
  • Sector ETFs
  • Industry ETFs
More about DJD
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.