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 74,430 shares of DJD stock, worth $3.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
74,430
Previous 69,771 6.68%
Holding current value
$3.9 Million
Previous $3.35 Million 5.1%
% of portfolio
0.05%
Previous 0.05%

Shares

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