Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

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 76,790 shares of DJD stock, worth $4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
76,790
Previous 71,892 6.81%
Holding current value
$4 Million
Previous $3.65 Million 11.28%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 15, 2025
BUY
$50.21 - $54.3 $245,928 - $265,961
4,898 Added 6.81%
76,790 $4.06 Million
Q4 2024

Feb 14, 2025
BUY
$50.65 - $54.19 $636,822 - $681,330
12,573 Added 21.2%
71,892 $3.65 Million
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

# of Institutions
73
Shares Held
2.54M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

DJD Quotes by TradingView
  • Ticker DJD
  • Sector ETFs
  • Industry ETFs
More about DJD
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